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Brian Villec

LPL Financial LLC
29 Years of Experience
Wilmington, DE
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Villec is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wilmington, DE, with 29 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
—
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Location

Wilmington, DE

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History

Regulatory History
Clean regulatory record

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.

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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
February 2025 - Present · 1 yr 8 mos
LPL Financial LLC
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Tlg Advisors, INC.
July 2023 - March 2025 · 1 yr 8 mos
Tlg Advisors, INC.
March 2019 - July 2023 · 4 yrs 4 mos
The Leaders Group, INC.Broker
March 2019 - March 2025 · 6 yrs
Nationwide Securities, LLC
August 2008 - January 2019 · 10 yrs 5 mos
1717 Capital Management CompanyBroker
February 2007 - August 2008 · 1 yr 6 mos
1717 Capital Management Company
March 2005 - August 2008 · 3 yrs 5 mos
Nationwide Securities, LLCBroker
May 2003 - January 2019 · 15 yrs 8 mos
Nationwide Investment Services CorporationBroker
May 2001 - April 2003 · 1 yr 11 mos
Oppenheimerfunds Distributor, INC.Broker
July 1997 - April 2001 · 3 yrs 9 mos
Smith Barney INC.Broker
June 1996 - July 1997 · 1 yr 1 mo
State Registrations7 states
CADEFLMDNJPAVA
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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