Brian Lusco (CRD# 6007917) is an Investment Advisor Representative working at Lpl Financial LLC in Travelers Rest, SC and has over 11 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4333814
Edward Jones
CRD# 6180133
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Travelers Rest, SC | Mar 2022 - Current | 2 |
| Beacon Tax & Accounting Solutions, LLC | Greenville, SC | Oct 2020 - Current | 3 |
| Beacon Capital Management, LLC | Greenville, SC | Nov 2019 - Current | 4 |
| Avantax Advisory Services | Gray Court, SC | Oct 2020 - Mar 2022 | 1 |
| Avantax Investment Services, Inc. | Gray Court, SC | Oct 2020 - Mar 2022 | 1 |
| Avantax Insurance Agency, LLC | Gray Court, SC | Oct 2020 - Mar 2022 | 1 |
| Cetera Investment Advisers LLC | Greenville, SC | Jul 2018 - Oct 2020 | 2 |
| Regions Investment Solutions | Greenville, SC | Jul 2018 - Oct 2020 | 2 |
| Cetera Investment Services LLC | St. Cloud, MN | Jul 2018 - Oct 2020 | 2 |
| Wells Fargo Clearing Services, LLC | Easley, SC | Apr 2018 - Jul 2018 | < 1 |
| Wells Fargo Bank Na | Easley, SC | Mar 2018 - Jul 2018 | < 1 |
| Hd Vest Advisory Services | Ft Meyers, FL | May 2017 - Apr 2018 | < 1 |
| H.d. Vest Investment Services | Fort Meyers, FL | Feb 2012 - Apr 2018 | 6 |
| Stabilty Insurance Group Inc. | Fort Myers, FL | Sep 2013 - Mar 2018 | 4 |
| Worden Cook & Mcmichael | Fort Meyers, FL | Oct 2011 - Mar 2018 | 6 |
| Evangelical Christian School | Fort Meyers, FL | Oct 2010 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- SC
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.