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CFP
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CFP

Brian Lesley

LPL Financial LLC
27 Years of Experience
Starkville, MS
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Brian Lesley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Starkville, MS, with 27 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
—
View Full SEC Brochure

Location

500 E. Lampkin St, Starkville, MS, 39759

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History

Regulatory History (2)
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.
Customer Dispute
July 2024
Settled
Customer Dispute
July 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
March 2012 - Present · 14 yrs 7 mos
LPL Financial LLC
March 2012 - Present · 14 yrs 7 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
March 2009 - March 2012 · 3 yrs
Wells Fargo Advisors, LLC
March 2009 - March 2012 · 3 yrs
Morgan Keegan & Company, INC.
February 2007 - March 2009 · 2 yrs 1 mo
Morgan Keegan & Company, INC.Broker
February 2007 - March 2009 · 2 yrs 1 mo
Amsouth Investment Management Company LLC
November 2004 - February 2007 · 2 yrs 3 mos
Amsouth Investment Services, INC.Broker
July 2003 - February 2007 · 3 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
February 2002 - April 2003 · 1 yr 2 mos
Amsouth Investment Services, INC.Broker
May 2001 - December 2001 · 7 mos
Pfic Securities CorporationBroker
March 2000 - April 2001 · 1 yr 1 mo
J.C. Bradford & CO.Broker
September 1998 - March 2000 · 1 yr 6 mos
State Registrations16 states
ALARFLGAIAILLAMIMOMSNCNMNYOKTNTX
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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Brian Lesley - Financial Advisor | TrueAdvisor