Brian Broussard is a CFP-designated registered investment advisor at LPL Financial LLC, based in New Orleans, LA, 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
201 Evans Road, Suite 311, New Orleans, LA, 70123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates under two DBAs for his LPL business: BRIAN P. BROUSSARD, CFP, LLC and Brian P. Broussard, CERTIFIED FINANCIAL PLANNER(TM), L.L.C., dedicating nearly full-time hours to these activities. He also works as an adjunct professor at Tulane University, teaching finance courses for about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
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