Brian Schultz Email & Phone Number

President and Financial Advisor @ LPL Financial

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Brian Schultz Location

East Syracuse, NY, US

Brian Schultz Work

2012 - now President and Financial Advisor @ LPL Financial
2014 - 2025 Board Member @ Bishop Grimes Jr./Sr. High School Board of Directors
2020 - 2024 Chief Executive Officer @ Centro

2004 - 2022 Volunteer Firefighter and EMT @ DeWitt Fire Department
2006 - 2022 Commissioner @ DeWitt Fire District Board of Fire Commissioners
2004 - 2020 Chairman of the Board of Directors @ Central New York Regional Transportation Authority (Inc)
2010 - 2013 Councilor @ Town of DeWitt
1997 - 2012 Financial Advisor @ Financial Services Company
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2001 - 2010 Registered Principal @ Financial Services Company
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2000 - 2010 Branch Manager @ Financial Services Company

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Brian Schultz Skills

Financial Analysis
Risk Management
Finance

Small Business
Leadership
Investment Strategies
FINRA
Series 7
Financial Advisory
Portfolio Management

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Brian Schultz Summary

Brian Schultz, based in East Syracuse, NY, US, is currently a President and Financial Advisor at Choice Point Advisors LLC. Brian Schultz brings experience from previous roles at Bishop Grimes Jr./Sr. High School Board of Directors, Centro, DeWitt Fire Department and DeWitt Fire District Board of Fire Commissioners. With a robust skill set that includes Financial Analysis, Risk Management, Finance, Small Business, Leadership and more. Brian Schultz has 2 emails on RocketReach.

Brian Schultz Emails

Found 2 emails

Brian Schultz Phone Numbers

Found 2 phone numbers

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Brian Schultz

President and Financial Advisor at Choice Point Advisors LLC

East Syracuse, NY, US
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