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Brian Nydegger

Advisor at LPL Financial

Updated today

Location

Westhampton Beach, NY 11978-2607

Credentials

Series 63, Series 65

Industry experience

28 years

About

Brian Nydegger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2021, he worked for RBC Dain Rauscher Inc. for 19 years. He is associated with Point 32 Partners LLC, a business entity used for tax and investment purposes unrelated to his advisory role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

115 Main St

Westhampton Beach, NY 11978-2607

Most active in

New York · Texas

Work history

LPL Financial, llc

2021 - Present (5 years)

Rbc Dain Rauscher Inc.

2002 - 2021 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Real estate investing
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