Brent Brookshire
Brent Brookshire is a registered investment advisor at LPL Financial LLC, based in Lufkin, TX, with 27 years of industry experience. Brent 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1503 Hanks St, Ste A, Lufkin, TX, 75904
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Brent is a general partner in Brookshire Limited Family Partnership since 2002, dedicating minimal time. He also operates Brookshire Wealth Management as a DBA for his LPL business, spending about a quarter of his time, with 30 hours specifically during securities trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.
Exams
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