Brian Jensen is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Buffalo, NY, 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
360 Delaware Ave Ste 400, Buffalo, NY, 14202
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Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Brian is doing business as Jensen, Marks, Langer, and Vance LLC, which is an entity for his LPL business. He is also a for-profit board member for Reeds Jewelers.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations21 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.