Brian Christopher Lusco
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- LPL Financial, LLCMar 2022 to now
- Beacon Tax & Accounting Solutions, LLCOct 2020 to now
- Beacon Capital Management, LLCNov 2019 to now
- Avantax Advisory ServicesOct 2020 to Mar 2022
- Avantax Insurance Agency, LLCOct 2020 to Mar 2022
- Avantax Investment Services, Inc.Oct 2020 to Mar 2022
- Cetera Investment Advisers LLCJul 2018 to Oct 2020
- Cetera Investment Services LLCJul 2018 to Oct 2020
- Regions Investment SolutionsJul 2018 to Oct 2020
- Wells Fargo Clearing Services, LLC.Apr 2018 to Jul 2018
- Wells Fargo Bank NAMar 2018 to Jul 2018
- Hd Vest Advisory ServicesMay 2017 to Apr 2018
- Stabilty Insurance Group IncSep 2013 to Mar 2018
- H.D. Vest Investment ServicesFeb 2012 to Apr 2018
- Worden Cook & McmichaelOct 2011 to Mar 2018
- Evangelical Christian SchoolOct 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6007917
- Firm CRD
- 6413