Brett Curran is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 34 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
19200 Von Karman Ave., Ste. 600, Irvine, CA, 92612
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Regulatory History (1)
Customer Dispute
June 2001Other Business Activities
Brett works with GO Mortgage Broker. The filing does not specify the amount of time Brett dedicates to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
First Allied Securities, INC.Broker
Interfirst Capital CorporationBroker
Financial Consultant Group, LLCBroker
Paulson Investment Company, INC.Broker
Chatfield Dean & CO., 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.