Brian Tevlin, financial advisor Wellsboror PA

Brian Tevlin

CRD Number: 3094982
Current Firm: Lpl Financial LLC

Brian Tevlin (CRD# 3094982) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsboror, PA and has over 25 years of experience in the finance industry. Brian Tevlin 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 Wellsboro, PA Mar 2023 - Current 1
Citizens And Northern Bank Wellsboro, PA May 2005 - Current 18
Cetera Investment Advisers LLC Wellsboro, PA Jan 2014 - Mar 2023 9
Cetera Investment Services LLC St. Cloud, MN Oct 2011 - Mar 2023 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
Contact Info for Brian J. Tevlin
Phone Number: 704-733-3300
Registered State(s):
  • PA
  • 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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