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Brian G

PFS™, Series 63

Slidell, LA

LPL Financial

Brian Glickman is a financial advisor with LPL Financial, holding the PFS™ and Series 63 designations and bringing 30 years of industry experience. His career includes lengthy tenures at Ic Advisory Services Inc and The Investment Center, Inc., as well as work as a CPA since 1979. He serves as secretary-treasurer on the board of a local homeowners association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of financial planning and investment management services to individuals, retirement plans, and institutions. The firm provides access to model portfolios, third-party asset managers, and a variety of strategic investment options through a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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