Paul Brule
Paul Brule is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, with 41 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Albuquerque, NM
Get directionsHistory
Regulatory History (8)
Financial
September 2023Judgment / Lien
September 2016Judgment / Lien
February 2015Employment Separation After Allegations
June 2012Judgment / Lien
April 2012Judgment / Lien
April 1997Criminal
November 1994Judgment / Lien
October 1994Other Business ActivitiesSells Insurance
Paul is the owner of Brule Benefit Advisors, a sole proprietorship, since 1997. He spends about 10-20% of his time on insurance sales and service for various insurance carriers and provides employee benefit training.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Martin Financial Advisors
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Princor Financial Services CorporationBroker
Pruco Securities CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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