Geoffrey Brown
Geoffrey Brown is a registered investment advisor at LPL Financial LLC, based in Glen Allen, VA, with 32 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
4860 Cox Rd Ste 200, #216, Glen Allen, VA, 23060
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Geoffrey operates his LPL business through Highland Partners Financial Services. He is also involved with Simplicity Group, focusing on non-variable insurance, dedicating about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
B. C. Ziegler and CompanyBroker
B. C. Ziegler and Company
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 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.