BI
BI

Brian Inman

28 Years of Experience
Clearwater, FL
1 DisclosureBrokerSells Insurance

Brian Inman is a registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 28 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

311 Park Place Blvd, Ste 150, Clearwater, FL, 33759

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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.
Criminal
January 1993
Final Disposition
Other Business ActivitiesSells Insurance

Brian operates Flaharty Asset Management, LLC as a DBA for LPL Business and provides financial plans for fees, dedicating nearly full-time hours during trading. Brian also owns rental property, spends minimal time on it, and is involved with Flaharty Insurance, LLC as an insurance agent, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
February 2020 - Present · 6 yrs 3 mos
LPL Financial LLCBroker
December 2017 - Present · 8 yrs 5 mos
Flaharty Asset Management, LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2003 - November 2017 · 14 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2003 - November 2017 · 14 yrs 4 mos
American Express Financial Advisors, INC.
May 1999 - July 2003 · 4 yrs 2 mos
American Express Financial Advisors INC.Broker
December 1998 - July 2003 · 4 yrs 7 mos
Ids Life Insurance CompanyBroker
December 1998 - July 2003 · 4 yrs 7 mos
Chatfield Dean & CO., INC.Broker
September 1997 - August 1998 · 11 mos
State Registrations9 states
ALCAFLGANCNHNMPATX
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.