Brent Carlson is a registered investment advisor at LPL Financial LLC, based in Albany, OR, 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
Albany, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brent operates under the DBA Eagle Crest Financial Services, dedicating all of his time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Cuso Financial Services, L.P.Broker
Edward JonesBroker
Key Investments INC.Broker
Ba Investment Services, INC.Broker
Titan/value Equities Group, INC.Broker
Cooperative Financial Planners, LTD.Broker
Financial Network Investment CorporationBroker
State Registrations4 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.