Brian Lesley
Brian Lesley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Starkville, MS, 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
500 E. Lampkin St, Starkville, MS, 39759
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
July 2016Other Business Activities
Brian works as a financial consultant at Renasant Financial, dedicating all of his time to this role. He also has a DBA for his LPL business under Renasant Financial Services, but spends no time on it, and spends minimal time on PKL Row, which is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Amsouth Investment Services, INC.Broker
Pfic Securities CorporationBroker
J.C. Bradford & CO.Broker
State Registrations16 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.