Brent Fields is a CFP-designated registered investment advisor at LPL Financial LLC, based in St Charles, IL, with 27 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
525 Tyler Rd Ste T, St Charles, IL, 60174
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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
Brent operates under the DBAs Wall Street Financial Advisors and Total Clarity Wealth Management, Inc. He also provides investment advisory services through Total Clarity Wealth Management, Inc, dedicating nearly full-time hours to this activity, and sells non-variable insurance through the same company, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Total Clarity Wealth Management, INC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.Broker
State Registrations22 states
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