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Brian Martin

LPL Financial LLC
33 Years of Experience
Eagle, ID
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Martin is a registered investment advisor at LPL Financial LLC, based in Eagle, ID, with 33 years of industry experience. Brian 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
—
View Full SEC Brochure

Location

62 N Fisher Park Way Ste 115, Eagle, ID, 83616

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian operates under the DBA "Brian A. Martin Financial Services" for his LPL business, dedicating full-time hours to it. He also sells non-variable insurance products, spending a few hours per week on this activity, and is involved with Amway, spending minimal time per month.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 6 mos
LPL Financial LLC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Lincoln Financial Advisors Corporation
May 2015 - April 2024 · 8 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
May 2015 - April 2024 · 8 yrs 11 mos
Wells Fargo Advisors, LLC
September 2008 - May 2015 · 6 yrs 8 mos
Wells Fargo Advisors, LLCBroker
September 2008 - May 2015 · 6 yrs 8 mos
Unionbanc Investment Services, LLC
October 2005 - September 2008 · 2 yrs 11 mos
Unionbanc Investment Services, LLCBroker
January 2005 - September 2008 · 3 yrs 8 mos
Pacific Select Distributors, INC.Broker
October 1996 - January 2005 · 8 yrs 3 mos
CUNA Brokerage Services, INC.Broker
March 1995 - September 1996 · 1 yr 6 mos
John Hancock Distributors, INC.Broker
April 1993 - March 1995 · 1 yr 11 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1993 - March 1995 · 1 yr 11 mos
State Registrations17 states
AZCACOCTFLGAHIIDNCNJNVORSCTXUTWAWI
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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