Brian Phillip Skinner

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

• 05/2009 → 07/2021
  Waddell & Reed, Inc.
  Milford, CT
• 10/2009 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Milford, CT
• 02/2013 → 10/2020
  The Saint Martin De Porres Academy
  New Haven, CT
• 05/2017 → 07/2021
  Milford Bank
  Milford, CT
• 05/2017 → 07/2021
  Milford Hospital
  Milford, CT
• 05/2019 → 07/2021
  Brian Skinner And Associates Llc
  Milford, CT
• 11/2020 → 07/2021
  Carriage 7B Realty Llc
  Orange, CT
• 02/2021 → 07/2021
  Madakiss Realty Llc
  Nantucket, MA
• 07/2021 → Present
  Lpl Financial Llc
  Milford, CT

Previous Registrations

• 2009-08-06 → 2021-07-21
  Waddell & Reed
  Hamden, CT
  Milford, CT
  West Hartford, CT

Other Businesses

1) 11/2020 - Business Entity For Tax/Investment Purposes Only - Carriage 7B Realty LLC - Not Investment Related - 1% - Orange, CT 06460 2) 11/2020 - Business Entity For Tax/Investment Purposes Only - Brian Skinner and Associates - Not Investment Related - 1% - Milford, CT 06460 3) 2/2021 - Real Estate Rental - Maddakiss Realty LLC - Investment Related - 7 Sandsbury Road Nantucket, MA 02554 4) 4/2017 - Non-Profit Board Member - Milford Bank - Not Investment Related - Milford, CT 06460 5) 7/2021 - Non-Variable Insurance - Crump - Investment Related - Milford, CT 06460 6) 12/28/2021 - Skinner Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2022 - 4 Hours Per Month/2 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-08-05

Designations

• Certified Financial Planner

Other Names

• Brian P Skinner
• Brian Skinner