Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Baird is a financial advisor with LPL Financial LLC. Brian has been working in the financial services industry for over 20 years and has a wide range of experience in providing financial planning and investment management services. Brian is committed to helping clients achieve their financial goals. Brian is registered to offer securities in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Hampshire, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, and Virginia. Brian also has a Series 6, 7, 26, 63 and 66 license.
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.
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2
FL
07/05/2023 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
01/12/2021 - 05/30/2023
PRUCO SECURITIES, LLC. (Jacksonville FL)
FL
12/11/2018 - 10/12/2020
PRUCO SECURITIES, LLC. (Jacksonville FL)
FL
06/22/2017 - 11/03/2018
FIFTH THIRD SECURITIES, INC. (JACKSONVILLE FL)
FL
04/13/2016 - 05/26/2017
FTB ADVISORS, INC. (Jacksonville FL)
FL
06/16/2015 - 04/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MN
10/09/2013 - 06/06/2014
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
FL
12/12/2007 - 04/12/2013
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
12/07/2001 - 11/12/2007
METLIFE SECURITIES INC. (JACKSONVILLE FL)
FL
12/07/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (JACKSONVILLE FL)
BOTH
Issued 07/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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