Brian Villec is a CFP-designated registered investment advisor at LPL Financial LLC, based in Towson, MD, with 29 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
1122 Kenilworth Drive Ste 415, Towson, MD, 21204
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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 Villec Financial and Flagship Asset Services as DBAs for his LPL business, dedicating about half his time to each. He also owns rental real estate and receives referrals from Carey Insurance Group, and sells non-variable insurance through Truitt Insurance Agency, spending a few hours per week on each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Tlg Advisors, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Nationwide Securities, LLC
1717 Capital Management CompanyBroker
1717 Capital Management Company
Nationwide Securities, LLCBroker
Nationwide Investment Services CorporationBroker
Oppenheimerfunds Distributor, INC.Broker
Smith Barney INC.Broker
State Registrations7 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.