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Brant Garber

LPL Financial LLC
35 Years of Experience
Tampa, FL
1 DisclosureBroker
View SEC Summary
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Brant Garber is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 35 years of industry experience. Brant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Tampa, FL

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History

Regulatory History (1)
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Regulatory
May 2007
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
March 2009 - February 2018 · 8 yrs 11 mos
Invest Financial CorporationBroker
February 2009 - February 2018 · 9 yrs
Intersecurities, INC.
July 2008 - December 2008 · 5 mos
Intersecurities, INC.Broker
October 2007 - December 2008 · 1 yr 2 mos
H&r Block Financial Advisors, INC.Broker
April 2004 - October 2007 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.
July 1994 - March 2004 · 9 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
February 1992 - March 2004 · 12 yrs 1 mo
Chatfield Dean & CO., INC.Broker
March 1991 - February 1992 · 11 mos
State Registrations5 states
COFLMDMINC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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