Brian Kelleher
Investment adviser representative at LPL Financial LLC
14 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
14 years in the industry.
- LPL Financial LLCSep 2024 to now
- The Ameriflex GroupFeb 2024 to Sep 2024
- Highpoint Advisor Group, LLCJan 2021 to Sep 2024
- UncannaDec 2019 to Jan 2021
- UnemployedMay 2019 to Dec 2019
- Gryphon TechnologiesFeb 2019 to May 2019
- UnemployedAug 2018 to Feb 2019
- U.S. NavyAug 2010 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7329608
- Firm CRD
- 6413