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Brian Crook

LPL Financial LLC
33 Years of Experience
Meridian, ID
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Crook is a registered investment advisor at LPL Financial LLC, based in Meridian, 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
28129 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

2949 E Copper Point Dr Ste 100, Meridian, ID, 83642

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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
December 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is associated with Rocky Mountain Wealth Management, LLC, Summit Wealth Planning, and Good Life Advisors, LLC, primarily for investment and business purposes. He also works with Good Life Insurance Associates selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2026 - Present · 1 mo
LPL Financial LLC
March 2023 - Present · 3 yrs 7 mos
Good Life Advisors, LLC
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Commonwealth Financial NetworkBroker
March 2011 - March 2023 · 12 yrs
Commonwealth Financial Network
March 2011 - March 2023 · 12 yrs
D.A. Davidson & CO.
April 2007 - March 2011 · 3 yrs 11 mos
D.A. Davidson & CO.Broker
August 2003 - March 2011 · 7 yrs 7 mos
RBC Dain Rauscher INC.Broker
September 1998 - September 2003 · 5 yrs
Piper Jaffray INC.Broker
June 1993 - October 1998 · 5 yrs 4 mos
State Registrations4 states
CAIDUTWA
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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