BE
CFP
BE
CFP

Brian East

27 Years of Experience
Accomac, VA
BrokerSells Insurance

Brian East is a CFP-designated registered investment advisor at LPL Financial LLC, based in Accomac, VA, 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
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

23386 Front St Ste 2, Accomac, VA, 23301

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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

Brian operates Atlantic Commonwealth Advisors as a DBA for his LPL business, dedicating nearly full-time hours to it. He is also an agent for non-variable insurance, spending minimal time on this, and owns Rehab Rentals real estate, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2018 - Present · 7 yrs 10 mos
LPL Financial LLC
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
June 2012 - September 2018 · 6 yrs 3 mos
Cadaret Grant & CO INC
June 2012 - September 2018 · 6 yrs 3 mos
Infinex Investments, INC.
June 2008 - June 2012 · 4 yrs
Infinex Investments, INC.Broker
June 2008 - June 2012 · 4 yrs
Bi Investments, LLC
August 2007 - June 2008 · 10 mos
Bi Investments, LLCBroker
June 2004 - June 2008 · 4 yrs
Bi Investments, LLC
June 2004 - June 2007 · 3 yrs
American Express Financial Advisors INC.Broker
October 2000 - June 2004 · 3 yrs 8 mos
Ids Life Insurance CompanyBroker
October 2000 - January 2001 · 3 mos
American Express Financial Advisors, INC.
October 1998 - June 2004 · 5 yrs 8 mos
American Express Financial Advisors INC.Broker
September 1998 - February 2000 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
September 1998 - February 2000 · 1 yr 5 mos
State Registrations14 states
CADEFLGAHIMDNCNJNYPASCTXVAWY
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.
Brian East - Financial Advisor | TrueAdvisor