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Briana Willander

Lion Street Financial, LLC

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About Briana Willander

Briana Willander is a financial advisor with Lion Street Financial, LLC, a firm headquartered in Leonminster, Massachusetts. Briana has been in the financial industry since 2018 and has a strong track record of success. She is registered with the state of Massachusetts and holds Series 6 and 63 securities licenses. Prior to joining Lion Street Financial, LLC, Briana worked at The Leaders Group, Inc. and Lincoln Financial Securities Corporation.

Firm Information

Briana Willander is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Briana Willander’s Registration & Firm History

MA

07/25/2023 - Present

Lion Street Financial, LLC (Leonminster MA)

CO

02/07/2022 - 07/28/2023

THE LEADERS GROUP, INC. (LITTLETON CO)

MA

09/20/2018 - 02/12/2020

LINCOLN FINANCIAL SECURITIES CORPORATION (LEOMINSTER MA)

MA

05/17/2017 - 07/10/2018

COMMONWEALTH FINANCIAL NETWORK (Northborough MA)

MA

11/16/2015 - 05/15/2017

SIGNATOR INVESTORS, INC. (ANDOVER MA)

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Licenses & Designations

BC

Issued 12/01/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Briana Willander.
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