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Advisors / Massachusetts / Salem
40yrs

Brian Tuttle

Financial advisor at LPL Financial

Brian Tuttle has worked in the financial industry for 40 years and is a fiduciary financial advisor based in Salem, Massachusetts. Brian has been with LPL Financial since 2021; before that, Brian spent two years at Osaic Institutions and a year at Santander Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.

One of 52 advisors with offices in Salem, and one of 40 fiduciaries.

Salem, MA 01970Top 4% by experience in MassachusettsFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience40 years (since 1986)
How that compares ?Top 4% by experience in Massachusetts
OfficeOne Salem Green, Salem, MA 01970
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now
    LPL Financial LLCCurrent firm
  2. Jul 2019 – Apr 2021
  3. Jun 2018 – Jul 2019

Questions to ask Brian

Tailored to Brian’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Brian

How do I contact Brian?

Call LPL Financial at (704) 733-3300 and ask for Brian Tuttle. Brian works from the Salem, MA office.

How long has Brian been a financial advisor?

Brian has been in the industry since 1986, about 40 years. Top 4% by experience in Massachusetts.

What licenses does Brian hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Brian a fiduciary?

Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brian paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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