Brian Christopher Lusco

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2010 → 06/2017
  Evangelical Christian School
  Fort Meyers, FL
• 10/2011 → 03/2018
  Worden Cook & Mcmichael
  Fort Meyers, FL
• 02/2012 → 04/2018
  H.D. Vest Investment Services
  Fort Meyers, FL
• 09/2013 → 03/2018
  Stabilty Insurance Group Inc
  Fort Myers, FL
• 05/2017 → 04/2018
  Hd Vest Advisory Services
  Ft Meyers, FL
• 03/2018 → 07/2018
  Wells Fargo Bank Na
  Easley, SC
• 04/2018 → 07/2018
  Wells Fargo Clearing Services, Llc.
  Easley, SC
• 07/2018 → 10/2020
  Regions Investment Solutions
  Greenville, SC
• 07/2018 → 10/2020
  Cetera Investment Services Llc
  St. Cloud, MN
• 07/2018 → 10/2020
  Cetera Investment Advisers Llc
  Greenville, SC
• 10/2020 → 03/2022
  Avantax Advisory Services
  Gray Court, SC
• 10/2020 → 03/2022
  Avantax Investment Services, Inc.
  Gray Court, SC
• 11/2019 → Present
  Beacon Capital Management, Llc
  Greenville, SC
• 10/2020 → 03/2022
  Avantax Insurance Agency, Llc
  Gray Court, SC
• 10/2020 → Present
  Beacon Tax & Accounting Solutions, Llc
  Greenville, SC
• 03/2022 → Present
  Lpl Financial, Llc
  Travelers Rest, SC

Previous Registrations

• 2020-10-15 → 2022-03-09
  Avantax Advisory Services
  Dallas, TX
  Travelers Rest, SC
• 2018-07-30 → 2020-10-06
  Cetera Investment Advisers Llc
  Greenville, SC
• 2018-05-10 → 2018-07-31
  Wells Fargo Clearing Services, Llc
  Easley, SC
  Greenville, SC
• 2017-05-30 → 2018-04-19
  Avantax Advisory Services
  Ft. Myers, FL

Other Businesses

1) 10/2020 - DBA for LPL Business (entity for LPL business) - BEACON CAPITAL MANAGEMENT, LLC - Investment Related - Travelers Rest, SC 29690 2) 11/2020 - Tax Prep/Accounting/CPA - Beacon Tax & Accounting Solutions, LLC DBA North Greenville Accounting - Investment Related - Travelers Rest, SC 29690

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-24
• S63 Uniform Securities Agent State Law Examination
  2012-05-04

Other Names

• Brian Lusco
• Brian Christopher Lusco