Unclaimed
Brian Eckeberger is a financial advisor with over 30 years of experience in the industry. Brian has a wide range of experience working with clients across multiple firms including LPL Financial, Signal Securities and UBS Financial Services. Brian is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Brian provides financial planning, pension consulting, and portfolio management for individuals and businesses. Brian also provides financial services for insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
TX
04/25/2017 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
12/05/2011 - 05/04/2017
LPL FINANCIAL LLC (PLANO TX)
TX
04/15/2010 - 12/06/2011
SIGNAL SECURITIES, INC. (PLANO TX)
TX
01/14/2004 - 03/22/2010
LPL FINANCIAL CORPORATION (RICHARDSON TX)
NJ
09/07/1999 - 02/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
01/12/1998 - 08/24/1999
PFS INVESTMENTS INC. (DULUTH GA)
GA
09/02/1988 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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