Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lesley is a financial advisor with over 20 years of experience in the industry. Brian is a registered representative and investment advisor representative, holding both Series 7 and Series 66 licenses. Currently, Brian is affiliated with LPL Financial LLC. In the past, Brian has also been affiliated with firms like Wells Fargo Advisors, LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., PFIC Securities Corporation and J.C. Bradford & Co. Brian's experience and expertise allow Brian to provide a wide range of financial services to individual and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MS
05/02/2013 - Present
LPL Financial LLC (STARKVILLE MS)
MS
03/05/2009 - 03/07/2012
WELLS FARGO ADVISORS, LLC (STARKVILLE MS)
MS
02/13/2007 - 03/12/2009
MORGAN KEEGAN & COMPANY, INC. (STARKVILLE MS)
MS
07/29/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (MATHISTON MS)
KY
02/04/2002 - 04/16/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
AL
05/02/2001 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TN
03/13/2000 - 04/30/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
09/09/1998 - 03/04/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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