Brett Holladay
Brett Holladay is a registered investment advisor at LPL Financial LLC, based in Hiawatha, KS, with 33 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
712 Oregon St, Hiawatha, KS, 66434-2251
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
Brett sells non-variable insurance since 2002 and owns a real estate rental property since 2006, dedicating minimal time to it. He also operates under the DBA Holladay Financial Group for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations13 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.