Brian Ahern
Brian Ahern is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 31 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
608 S Washington St, Ste 304, Naperville, IL, 60540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian operates under the DBA American Capital Management and has a business entity, BA Financial Planners, for tax/investment purposes. He also engages in non-variable insurance activities and owns rental real estate in Puerto Vallarta, dedicating minimal time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Total Clarity Wealth Management, INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Mesirow Financial, INC.Broker
Investors Associates, INC.Broker
State Registrations27 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.