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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britney? Claim Your ProfileBritney Lundgren is a financial advisor with LPL Financial LLC. She is based in San Diego, California and has been in the industry since September 5, 2016. Britney is licensed to provide investment advice in California. Previously, she was employed by WELLS FARGO CLEARING SERVICES, LLC. Britney holds Series 6, 7, 63, 65, SIE and 99TO licenses and has specialized in financial planning, portfolio management, and pension consulting.
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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CA
03/14/2023 - Present
LPL Financial LLC (FALLBROOK CA)
CA
09/02/2016 - 03/09/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
IA
Issued 10/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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