Effective wealth management is enhanced by the right partner...
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Waterview Wealth Management is a team of Financial Advisors affiliated with LPL Financial. Through our association with LPL we offer you both investment advisory and brokerage services as fiduciaries. Want to know what it’s like to work with us? Continue on this website, or download our “Working with an LPL Professional” flyer.
Under LPL’s investment advisory programs and mutual fund asset allocation programs, financial professionals provide ongoing investment advice and monitoring of client portfolios. These services may be on a discretionary basis, which means you don’t need to direct your advisor to make trades, rebalance your portfolio, or make other investment decisions for your account.
Our fee is typically a percentage fee based on the value of the assets in the account. These ongoing services and fees are set out in the Investment Advisory Agreement which clients can terminate at any time.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.
LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Brian began his career in financial services in 1981 when he was hired by The Fund for Government Investors. In 2018 Brian started Waterview Wealth Management with co-founder Christopher Miller. He is a firm believer in planning and applies his knowledge of investments and 40 years of experience to help his clients achieve their financial goals. Brian has spent the majority of his career in the Baltimore/DC area and now splits time between the Timonium, Maryland office and Sunapee, New Hampshire.
Chris has been helping people reach their financial goals for over 25 years. Starting at Carrollton Financial Services, in 1995, he helped clients by educating them on different investment strategies outside of the traditional bank offerings. In 2001, he established and become CEO of Bradford Financial, refining his practice and gaining the experience needed in today’s challenging markets. In 2018, he co-found Waterview Wealth Management, LLC, to expand the capabilities of his services by engaging with other financial services companies. Chris splits his time between the main office in Maryland and a Satellite office in Corolla, NC where he lives with his wife Colleen.
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Beginning her career as a bank teller in 1983, Teresa literally grew up in the world of Financial Services. As an advisor for Invest Financial, she met Brian Culloty in 1989. They soon formed a working partnership that has outlasted the ups and downs of the Dow Jones. Teresa met Chris Miller in 1995 when he joined Carrollton Financial Services and another successful partnership began. Supporting two advisors is a large part of my daily duties, but near to my heart is my ability to interact and respond positively to customer needs, which can be both professional and personal.
By affiliating with LPL, we have chosen to strengthen and elevate the services we provide to help guide you toward your financial goals.
As the nation’s largest independent broker/dealer, an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions, LPL backs the wisdom and experience of our financial professionals with an enormous catalog of services and resources, such as:
To discover more about working with Financial Advisors backed by LPL, click below to download “The Power of Affiliation” brochure.