Brian Skinner (CRD# 5639820) is an Investment Advisor Representative working at Lpl Financial LLC in Milford, CT and has over 14 years of experience in the finance industry. Brian Skinner 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.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Milford, CT | Jul 2021 - Current | 2 |
| Madakiss Realty LLC | Nantucket, MA | Feb 2021 - Jul 2021 | < 1 |
| Carriage 7b Realty LLC | Orange, CT | Nov 2020 - Jul 2021 | < 1 |
| Brian Skinner And Associates LLC | Milford, CT | May 2019 - Jul 2021 | 2 |
| Milford Bank | Milford, CT | May 2017 - Jul 2021 | 4 |
| Milford Hospital | Milford, CT | May 2017 - Jul 2021 | 4 |
| Various Insurance Carriers For W & R Insurance Agencies | Milford, CT | Oct 2009 - Jul 2021 | 11 |
| Waddell & Reed, Inc. | Milford, CT | May 2009 - Jul 2021 | 12 |
| The Saint Martin De Porres Academy | New Haven, CT | Feb 2013 - Oct 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
- CT
- NJ
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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