Brendan Speers (CRD# 5504090) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth Meeting, PA and has over 15 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Sep 2019 - Current | 4 |
| Legacy Planning Partners | Plymouth Meeting, PA | Sep 2014 - Current | 9 |
| Minnesota Life Ins Co | St Paul, MN | Sep 2014 - Sep 2019 | 5 |
| Securian Financial Services, Inc. | St Paul, MN | Sep 2014 - Sep 2019 | 5 |
| Market America | Ottsville, PA | Feb 2014 - Sep 2014 | < 1 |
| Lpl Financial | Pittsburgh, PA | Feb 2012 - Sep 2014 | 2 |
| Henderson Brothers, Inc. | Pittsburgh, PA | Feb 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- PA
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Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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