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Brian Thomas Bakowski

Lincoln Financial Distributors, Inc.

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About Brian Thomas Bakowski

Brian Bakowski is a financial professional with over 12 years of experience in the industry. Brian is currently registered with Lincoln Financial Distributors, Inc. in Pennsylvania. Brian has held previous positions at Empower Financial Services, Inc., MML Distributors, LLC, LPL Financial LLC, and Waddell & Reed, Inc. Brian has passed the Series 6, Series 63, and SIE exams.

Firm Information

Brian Bakowski is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian Bakowski’s Registration & Firm History

PA

03/19/2024 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CO

01/04/2021 - 03/05/2024

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

MA

06/30/2015 - 01/04/2021

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

PA

11/03/2011 - 01/22/2015

LPL FINANCIAL LLC (BETHEL PARK PA)

PA

02/19/2008 - 02/23/2009

WADDELL & REED, INC. (MONROEVILLE PA)

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Licenses & Designations

BC

Issued 11/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Thomas Bakowski.
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