Brent Beverly
Brent Beverly is a CFP-designated registered investment advisor at LPL Financial LLC, based in Diamond Bar, CA, with 41 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
20955 Pathfinder Rd Ste 110, Diamond Bar, CA, 91765
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2016Customer Dispute
October 2001Customer Dispute
November 1998Other Business ActivitiesSells Insurance
Brent operates his LPL business under The Advisory Group and engages in non-variable insurance and mortgage/real estate services. He also has a business entity, TAG Financial, Inc., for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Advisory Group
Fsc Securities Corporation
Fsc Securities CorporationBroker
Nilcorp Securities CompanyBroker
Boardwalk Capital CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
Ronson Securities CorporationBroker
State Registrations36 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.