BS
BS

Brandon Slaughter

24 Years of Experience
Aurelia, IA
BrokerSells Insurance

Brandon Slaughter is a registered investment advisor at LPL Financial LLC, based in Aurelia, IA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

112 1/2 N Main St, Aurelia, IA, 51005

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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

Brandon operates Cherokee Investment Services as a DBA for his LPL business and is involved with The Achievement Group, selling non-variable insurance. He also works as a high school referee, softball coach, and volleyball official, and is involved with Iowa Bankers Insurance Services.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2018 - Present · 7 yrs 7 mos
LPL Financial LLC
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Investment Advisors CORP
September 2005 - October 2018 · 13 yrs 1 mo
Broker Dealer Financial Services CORP.Broker
September 2005 - October 2018 · 13 yrs 1 mo
Morgan Stanley
April 2002 - September 2005 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
January 2002 - September 2005 · 3 yrs 8 mos
State Registrations16 states
AZCOFLIAILMAMDMNMONCNEOHSDTXVAWI
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.
Brandon Slaughter - Financial Advisor | TrueAdvisor