Brian Gerrans, financial advisor Norton Shores MI

Brian Gerrans

CRD Number: 3236054
Current Firm: Lpl Financial LLC

Brian Gerrans (CRD# 3236054) is an Investment Advisor Representative working at Lpl Financial LLC in Norton Shores, MI and has over 24 years of experience in the finance industry. Brian Gerrans 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
Lpl Financial LLC Norton Shores, MI Jul 2021 - Current 2
2145 W Sherman LLC Grand Haven, MI Jul 2019 - Jul 2021 2
Care A Lot, Inc. Muskegon, MI Feb 2018 - Jul 2021 3
Gerrans Consulting Group Grand Haven, MI Jan 2014 - Jul 2021 7
Various Insurance Carriers For W&r Insurance Agencies, Inc. Grand Haven, MI Nov 2000 - Jul 2021 20
Waddell & Reed, Inc. Muskegon, MI May 1999 - Jul 2021 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Brian J. Gerrans
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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