Brian Shackleford
Brian Shackleford is a registered investment advisor at LPL Financial LLC, based in Meridian, ID, with 37 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
Meridian, ID
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Regulatory History (1)
Customer Dispute
March 2005Other Business ActivitiesSells Insurance
Brian sells fixed and term insurance under the DBA Apex Investment Consulting, dedicating minimal time to this activity. He also works as an assistant wrestling coach at Capistrano Valley High School, spending about a quarter of his time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Shearson Lehman Hutton INC.Broker
F.D. Roberts Securities, INC.Broker
State Registrations7 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.