Brian Ashley Martin

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

• 05/2015 → 04/2024
  Lincoln Financial Advisors
  Irvine, CA
• 04/2024 → Present
  Lpl Financial Llc
  Meridian, ID

Previous Registrations

• 2015-05-04 → 2024-04-02
  Osaic Fa, Inc.
  Trabuco Canyon, CA
  Trabuco Canyon, CA
  Irvine, CA
  Irvine, CA
  New Braunfels, TX
  Meridian, ID
  Meridian, ID
• 2008-09-11 → 2015-05-11
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Orange, CA
  Orange, CA
  Anaheim, CA
  Anaheim, CA
  Fullerton, CA
  Anaheim, CA
  Anaheim, CA
  Anaheim, CA
  Los Angeles, CA
  Fullerton, CA
  Irvine, CA
  Costa Mesa, CA
  Newport Beach, CA
  Santa Ana, CA
  Santa Ana, CA
  Santa Ana, CA
  Huntington Beach, CA
  Anaheim, CA
  Santa Ana, CA
  Santa Ana, CA
  Irvine, CA
• 2005-10-24 → 2008-09-11
  U.S. Bancorp Advisors, Llc
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA
  Long Beach, CA

Other Businesses

1- 04/01/2024 - Non-Variable Insurance - Investment Related - start date 05/15/2015 - 5 hrs mnth / 1 hrs during trading 2- 04/01/2024 - Amway - Other - Non Investment Related - Start date 03/15/1996 - 2 hrs mth 3. 08/20/2025 - Brian A Martin Investment Services - DBA for LPL Business (entity for LPL business) - Inv rel - At reported Business location(s) - Start date: 08/01/2025 - 200hrs/mnth 8 hrs during Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-10-21
• S63 Uniform Securities Agent State Law Examination
  1993-05-03

Other Names

• Brian A Martin