Brian Lydiard

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → Present
  Edward Jones
  St Louis, MO

Other Businesses

Family Partnership Type of business: tree farm Seattle, WA Start date: 1/1/2003 partner Hours per week: 0 Hours during trading: 0 No Responsibilities. *** Lydiard Family Partnership Family Partnership Seattle, WA Start date: 1/1/2000 partnership Hours per week: 0 Hours during trading: 0 Meet 4 times/ year to make business decisions RE: partnership. *** Rental Property Type of business: rental Bellingham, WA Start date: 1/1/2006 owner Hours per week: 0 Hours during trading: 0 rental *** Rental Property Type of business: rental Seattle, WA Start date: 8/15/2016 owner Hours per week: 0 Hours during trading: 0 Owner *** Rental Reno, NV Start date: 4/15/2020 owner Hours per week: 0 Hours during trading: 0 Owner- all maintenance costs. *** Commercial Property Type of business: Rental Port Angeles, WA Start date: 9/30/2021 Owner Hours per week: 0 Hours during trading: 0 Inherited property

Exams

• S66 Uniform Combined State Law Examination
  2007-04-20
• S63 Uniform Securities Agent State Law Examination
  2001-09-27

Designations

• Certified Financial Planner

Other Names

• Brian George Lydiard