Brian M. Edwards
Professional summary
Brian Matthew Edwards, who also goes by Brian Edwards, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Brian is registered as a RR (Registered Representative) and started their career in finance in 1989. Brian has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brian Matthew Edwards's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 1, 2024 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 1301 S Harrison Street, Fort Wayne, IN 46802June 16, 2014 - May 1, 2024
OSAIC FA, INC.
February 5, 2014 - July 7, 2014
SPENCER EDWARDS, INC.
July 7, 2000 - December 18, 2012
MML INVESTORS SERVICES, LLC
May 12, 1999 - May 3, 2000
JERA SECURITIES, INC.
September 24, 1997 - December 31, 1998
NEW ENGLAND SECURITIES
March 2, 1993 - October 17, 1995
BAYBANKS BROKERAGE SERVICES, INC.
January 25, 1993 - March 18, 1993
SECURITIES AMERICA, INC.
May 12, 1992 - November 25, 1992
PRUDENTIAL EQUITY GROUP, LLC
May 10, 1991 - May 21, 1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 26, 1990 - May 9, 1991
SECURITIES AMERICA, INC.
August 22, 1989 - April 17, 1990
MONARCH FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/1/2024)
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Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
