Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Mcbrine Smith is a financial advisor registered with LPL Financial LLC. Ian has been in the financial services industry since October 9, 1999. Before joining LPL Financial LLC, Ian worked at MML Investors Services, LLC, T. Rowe Price Investment Services, Inc., Profunds Distributors, Inc., Deutsche Banc Alex. Brown Inc., and DB Alex. Brown LLC. Ian holds the Series 6, 7, 63, and 65 licenses. Ian is registered in Maryland, Pennsylvania, Virginia and Louisiana. Ian specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Ian also offers consulting and other non-discretionary advisory services.
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
MD
01/03/2025 - Present
LPL Financial LLC (HUNT VALLEY MD)
MD
05/23/2023 - 04/24/2024
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
01/13/2005 - 11/28/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MD
01/28/2002 - 12/01/2004
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
NY
01/13/2001 - 06/01/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
07/10/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
IA
Issued 05/04/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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