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 Brian Brogan is a registered investment advisor and a registered analyst with the SEC and NASD. Mr. Brogan is the President of Brogan Group Investment Services LLC part of LPL Financial, an independent broker dealer. Mr. Brogan specializes in comprehensive financial planning, which encompasses cash flow management, debt management, investments for college and retirement planning. Mr. Brogan works closely with both families and private business in comprehensive financial planning. Prior to forming BGIS LLC, Mr. Brogan worked for several leading financial firms including H.G. Wellington & Co. Inc, PNC Bank, ING America, US Allianz, and Morgan Stanley Dean Witter. Mr. Brogan has over 11 years of experience on Wall Street working with some of the largest fund managers in North America. Mr. Brogan specializes in Behavioral Finance and successfully utilizes these skills to avoid loss of capital in these volatile equity and fixed income markets. Mr. Brogan brings a unique educational approach to his clients whether they have strong financial backgrounds or are new to investing and understanding money in general. A member of the Market Technician Association, Mr. Brogan has successfully passed Level II of the Charter Market Technician designation. In addition, he is a member of both the CFA Society of Philadelphia and The Mid Atlantic Hedge Fund Association. He has contributed articles to numerous publications including HitchedMag.com and Yahoo Finance. Also, Mr. Brogan has been assistant editor to the daily market letter called the Signal Report. Mr. Brogan's focus is on integrity and a long-term commitment to providing his clients with sound financial guidance. His comprehensive investment approach is to assist each client with setting investment goals and risk parameters, which match the client's specific investment risk tolerance. On going review and monitoring is essential to adjusting a client's portfolio throughout each stage of the client's life. This with an overlay of strong common sense is what makes his approach very refreshing to those who have worked with other advisors in the past. His unique approach is experienced as something needed and called for in these times. While Mr. Brogan grew up in Chestnut Hill, he currently resides with his wife and two children in Wynnewood, Pennsylvania. A graduate of Malvern Preparatory School and The Catholic University of America in Washington D.C., Mr. Brogan received his Masters Degree from Chestnut Hill College. He is an MBA candidate at St. Joseph's University. Mr. Brogan's licenses with the NASD & FINRA include; Series 7, 87, 63, 65 (Registered Investment Advisor) CMT Level II & PA State Life Agent/Annuity license. |
