Brien Lasse, financial advisor Mechanicsburg PA

Brien Lasse

CRD Number: 4492498
Current Firm: Lifeguide Financial Advisors, LLC

Brien Lasse (CRD# 4492498) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 20 years of experience in the finance industry. Brien Lasse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lifeguide Financial Advisors, LLC Mechanicsburg, PA Sep 2020 - Current 3
Union Savings Bank Danbury, CT Oct 2011 - Aug 2020 8
Raymond James Financial Services, Inc. Danbury, CT Oct 2013 - Nov 2018 5
Raymond James Financial Services Advisors Inc. Danbury, CT Oct 2013 - Nov 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Brien J. Lasse
Phone Number: (717) 796-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    315
    MILLIONS
  • Total Number of Accounts
    2,414
    ACCOUNTS
  • Average Account Value
    $130,633
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MD, PA, TX, VA

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