Unclaimed
Brian Krukiel is a registered investment advisor with Advisor Resource Council. Brian has over 10 years of experience in the financial services industry. Brian is based in Southlake, TX and is licensed to provide investment advice in Texas. Brian has a Series 6, 7, 63 and 65 license and the SIE exam. Brian specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, corporations and charitable organizations. Brian's previous experience includes roles at LPL Financial LLC and J.P. Morgan Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/26/2018 - Present
Advisor Resource Council (Southlake TX)
TX
09/01/2016 - 07/30/2021
LPL FINANCIAL LLC (SOUTHLAKE TX)
TX
10/01/2012 - 09/15/2016
J.P. MORGAN SECURITIES LLC (SOUTHLAKE TX)
TX
06/02/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SOUTHLAKE TX)
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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