Brian Greenberg (CRD# 2838351) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Marlton, NJ and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors Corporation | Marlton, NJ | Sep 2016 - Current | 7 |
| Brian C. Greenberg & Assoc | Marlton, NJ | Jan 1990 - Current | 34 |
| Woodbury Financial Services, Inc. | Marlton, NJ | Aug 2010 - Sep 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
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