Brian Genninger (CRD# 5049689) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeland, FL and has over 18 years of experience in the finance industry.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lakeland, FL | Aug 2021 - Current | 2 |
| Raymond James Financial Services | St. Petersburg, FL | Sep 2019 - Aug 2021 | 1 |
| Usaa Investment Management Company | Tampa, FL | Jan 2018 - Aug 2019 | 1 |
| Usaa Financial Planning Services | Tampa, FL | Oct 2015 - Aug 2019 | 3 |
| Usaa Financial Advisors, Inc. | Tampa, FL | Oct 2015 - Aug 2019 | 3 |
| Morgan Stanley Smith Barney | Tampa, FL | Feb 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2006 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- FL
- SC
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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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