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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

BRIAN JOHN MCGILL

Advisor at LPL FINANCIAL LLC

ALPHARETTA, GA

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Search this name across graphsid dfx:ria:124e798f-d033-09c7-7e5a-235d22b7db6f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Jun 26, 2006
First registration: Jul 7, 2006
Dual registered: yes, broker-dealer
Other names: BRIAN JOHN MCGILL|BRIAN JOHN MCGILL|BRIAN JOHN MCGILL|BRIAN JOHN MCGILL II|BRIAN JOHN MCGILL|BRIAN JOHN MCGILL|BRIAN J MCGILL|BRIAN JOHN MCGILL|BRIAN JOHN MCGILL
IAPD individual key: 5112081

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 13, 2025	n/a	yes	ALPHARETTA, GA	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Jan 4, 2019	Jan 14, 2025	no	Johns Creek, GA\|AUSTIN, TX	Previous registration
REDWOOD WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 1, 2015	Jan 3, 2019	no	ALPHARETTA, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Nov 1, 2011	Mar 16, 2015	no	ATLANTA, GA\|DUNWOODY, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 2, 2010	Oct 12, 2011	no	ATLANTA, GA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Dec 1, 2009	Nov 9, 2010	no	CHARLESTON, WV	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	May 15, 2008	Mar 26, 2009	no	ATLANTA, GA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Jun 5, 2007	Nov 27, 2007	no	ATLANTA, GA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jul 7, 2006	May 4, 2007	no	Atlanta, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KESTRA ADVISORY SERVICES, LLC	LPL FINANCIAL LLC	Jan 14, 2025	Jan 13, 2025	-1	Firm change	Ibd to ibd
REDWOOD WEALTH MANAGEMENT, LLC	KESTRA ADVISORY SERVICES, LLC	Jan 3, 2019	Jan 4, 2019	1	Firm change	RIA to ibd
STRATEGIC ADVISERS LLC	REDWOOD WEALTH MANAGEMENT, LLC	Mar 16, 2015	Apr 1, 2015	16	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Oct 12, 2011	Nov 1, 2011	20	Firm change	Wirehouse to ibd
CHASE INVESTMENT SERVICES CORP.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 9, 2010	Dec 2, 2010	23	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	CHASE INVESTMENT SERVICES CORP.	Mar 26, 2009	Dec 1, 2009	250	Firm change	Other
MORGAN STANLEY & CO. LLC	BANC OF AMERICA INVESTMENT SERVICES, INC.	Nov 27, 2007	May 15, 2008	170	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	MORGAN STANLEY & CO. LLC	May 4, 2007	Jun 5, 2007	32	Firm change	Other

Relationships

Registered with (9)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 13, 2025 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jan 4, 2019 to Jan 14, 2025factForm ADV
→ REDWOOD WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 1, 2015 to Jan 3, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 1, 2011 to Mar 16, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 2, 2010 to Oct 12, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Dec 1, 2009 to Nov 9, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
May 15, 2008 to Mar 26, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Jun 5, 2007 to Nov 27, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jul 7, 2006 to May 4, 2007factForm ADV

Dated events

Occurred
Jan 14, 2025
Advisor changed firm
Brian John Mcgill left Kestra Advisory Services, Llc for Lpl Financial Llc (registered 2025-01-13)
Form ADVobserved 6 days ago