Brian SchmolkeCRD Number: 6275861
Current Firm: Lpl Financial LLC
Brian Schmolke (CRD# 6275861) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, LA and has over 6 years of experience in the finance industry.
Cetera Investment Advisers LLC
J.p. Morgan Securities LLC
Ameriprise Financial Services, LLC
|Lpl Financial LLC||Alexandria, LA||Oct 2019 - Current||2|
|Fsc Securities Corporation||Alexandria, LA||Dec 2013 - Oct 2019||5|
|State Of Louisiana||Baton Rouge, LA||Jul 2013 - Dec 2013||< 1|
|State Of Louisiana||Baton Rouge, LA||Nov 2011 - Jul 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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