Brian Mcpartlin
Brian Mcpartlin is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2655 Warrenville Road, Ste 110, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Customer Dispute
December 2005Other Business Activities
Brian operates under the DBA HighPoint Planning Partners for his LPL business since 2018. He also has a business entity called Briamar Financial for tax/investment purposes, dedicating about a quarter of his time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Forth Financial Securities, CorporationBroker
Pruco Securities CorporationBroker
State Registrations6 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.