LPL Financial
47yrs
Top advisor by experience in Winter Park
27yrs
Brian Liden has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Winter Park, Florida. After 12 years at Merrill, Brian joined UBS Financial Services in 2012, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 496 advisors with offices in Winter Park, and one of 453 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office201 N. New York Avenue 3rd Floor, Winter Park, FL 32789
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
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 66Uniform Combined State Law Examination
Career
- 2012 – nowUBS Financial Services Inc.Current firm
- 1999 – 2012MerrillPreviously
Contact Brian
Local office(407) 872-6336Ask for Brian. (201) 352-3000Main office · Weehawken, NJ 201 N. New York Avenue 3rd FloorWinter Park, FL 32789Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Brian’s local office at (407) 872-6336 or the UBS Financial Services main office at (201) 352-3000, and ask for Brian Liden.
How long has Brian been a financial advisor?
Brian has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Brian hold?
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?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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