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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bishop is a financial advisor with over 20 years of experience in the industry. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong background in investment planning, retirement planning, and tax planning. Brian is a registered representative with LPL Financial LLC and has been with the firm since 2018. Previously, Brian was with SII INVESTMENTS, INC. and FIRST ALLIED SECURITIES, INC. Brian is dedicated to helping clients achieve their financial goals.
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
OH
02/14/2018 - Present
LPL Financial LLC (HUDSON OH)
OH
11/13/2013 - 02/14/2018
SII INVESTMENTS, INC. (HUDSON OH)
OH
05/30/2008 - 11/18/2013
FIRST ALLIED SECURITIES, INC. (HUDSON OH)
OH
01/21/1999 - 05/30/2008
FFP SECURITIES, INC. (HUDSON OH)
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1999
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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