Brian William Baird
Investment adviser representative at LPL Financial LLC
10 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCMay 2023 to now
- Jax Federal Credit UnionMay 2023 to now
- Pruco Securities, LLC.Jan 2021 to May 2023
- Prudential Insurance Company of AmericaJan 2021 to May 2023
- UnemployedOct 2020 to Jan 2021
- Pruco Securities LLCOct 2018 to Oct 2020
- The Prudential Insurance Company of AmericaOct 2018 to Oct 2020
- Fifth Third SecuritiesJun 2017 to Nov 2018
- Ftb Advisors, Inc.Apr 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4467450
- Firm CRD
- 6413