Brian
Weber
Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Weber is a financial advisor working out of Rochester, New York. Weber works at Lpl Financial LLC. Their career trajectory has included roles at Cornerstone Advisory Group, LLC, World Financial Group, Corelogic, Coast Professional, Inc, Excellus Bluecross Blueshield, Paychex, Conserve, Keybank, Grubhub, Shankill Financial Services, First Niagara Bank, Staples, Aaron Manor, Nys Unemployment, Monroe Community College, Suny Brockport and Lpl Financial LLC. Weber has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Lpl Financial LLC is a financial advisory company based in Fort Mill, SC. The firm has offices in 9,898 locations and a total of 31,366 advisors. It controls $368 billion in assets between its 1,688,501 accounts, making it one of the largest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on the services provided. Fee types billed by Lpl Financial LLC most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Weber Work History
Brian has been registered as a financial advisor for 0 years.*
Cornerstone Advisory Group, LLC
Lpl Financial LLC
World Financial Group
Grubhub
Corelogic
Nys Unemployment
Coast Professional, Inc
Excellus Bluecross Blueshield
Paychex
Conserve
Shankill Financial Services
Suny Brockport
Suny Brockport
Keybank
First Niagara Bank
Monroe Community College
Suny Brockport
Monroe Community College
Monroe Community College
Monroe Community College
Staples
Aaron Manor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Weber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
