Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tuttle is a financial advisor who has been in the industry since 1988. Brian is currently registered with LPL Financial LLC and has been with the firm since 2021. Brian has a long history of experience in the financial services industry, having previously worked with firms such as Infinex Investments, Inc., Santander Securities LLC, DWS Distributors, Inc., and Welton Street Investments LLC. Brian specializes in a variety of services including financial planning, portfolio management for businesses and individuals, and consulting. 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
MA
05/05/2021 - Present
LPL Financial LLC (SALEM MA)
MA
07/13/2019 - 04/19/2021
INFINEX INVESTMENTS, INC. (MARSTONS MILLS MA)
MA
05/17/2018 - 07/09/2019
SANTANDER SECURITIES LLC (SOUTH SANDWICH MA)
IL
12/21/2009 - 04/04/2018
DWS DISTRIBUTORS, INC. (CHICAGO IL)
CO
11/20/2008 - 11/30/2009
WELTON STREET INVESTMENTS LLC (ENGLEWOOD CO)
IL
09/21/1998 - 11/28/2008
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
MA
03/01/1995 - 07/31/1998
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NA
06/24/1992 - 03/01/1995
COLONIAL INVESTMENT SERVICES
MA
03/10/1987 - 08/09/1991
PUTNAM FINANCIAL SERVICES, INC. (BOSTON MA)
NA
05/06/1986 - 09/03/1986
THOMSON MCKINNON SECURITIES INC.
BOTH
Issued 06/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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