BrianMessick- Financial Advisor St. Petersburg, FL

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About Brian Messick

Brian, as a Principal in WeberMessick Wealth Management, boasts an impressive professional journey spanning over 27 years. His expertise lies in collaboratively working with professionals, business owners, and individuals, guiding them in effective wealth management to help realize their life goals. Distinguishing himself within the wealth management sector, Brian holds the prestigious titles of both a CFP^® (Certified Financial Planner) and a CPA (Certified Public Accountant). This combination of qualifications sets him apart, allowing him not only to proficiently oversee clients' investments but also to provide invaluable insights into developing comprehensive financial plans, strategic tax planning, adept risk management, and thoughtful estate planning. Beyond the confines of the professional realm, Brian's commitment extends to his personal life. Alongside his wife and their three children, Brian finds joy in the company of their two Golden Retrievers. When not engrossed in wealth management strategies, he passionately embraces leisure pursuits such as travel, playing the guitar, and relishing all the outdoor wonders afforded by their residence in St. Petersburg, Florida. Brian's multifaceted skills and dedication to both his professional and personal spheres underscore his commitment to excellence and holistic well-roundedness.

See Disclosures

General Information

Firm Start Year

2006

No. of Employees

CRD#

4344934

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Brian has had the privilege of dedicating his entire professional career to a single firm. He commenced his journey with the predecessor of WeberMessick Wealth Management in 1997, right after earning his Bachelor of Science degree from Salisbury University. His commitment and expertise led him to ascend the ranks, culminating in his promotion to partner in 2006. Brian's credentials include the Series 7 (General Securities Representative) and Series 66 (Uniform State Law Exam) registrations held through LPL Financial, along with holding a Life, Health, and Variable Annuity License. These qualifications reflect his comprehensive understanding of the financial landscape, showcasing not only his tenure but also his continuous dedication to professional growth and excellence.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning for Businesses

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPA

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Commissions, Based on Assets

Education

Bachelor of Science - Accounting

Salisbury University
1992 -1996

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

WeberMessick Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, DC, DE, FL, GA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, VA, WA

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Paladin Research Report For:

Brian Messick

WeberMessick Weath Management