Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Linde is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC and has been with the firm since December 2009. Brian has been actively registered in 18 states and has passed the Series 66, Series 7, and the SIE exam. Previously, Brian was a registered representative at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Brian is a specialized advisor who focuses on providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, high net worth individuals, and investment clubs.
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.
1
2
CA
06/16/2010 - Present
LPL Financial LLC (SACRAMENTO CA)
CA
07/18/2001 - 12/15/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SACRAMENTO CA)
IN
07/18/2001 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Linde is the right advisor for you? Invested Better is here to help.
