Brian Martin
Brian Martin is a registered investment advisor at LPL Financial LLC, based in Eagle, ID, 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
62 N Fisher Park Way Ste 115, Eagle, ID, 83616
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Regulatory History (1)
Customer Dispute
September 2015Other 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
LPL Financial LLC
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Pacific Select Distributors, INC.Broker
CUNA Brokerage Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations17 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.