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CFP
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CFP

Brian Gerrans

LPL Financial LLC
27 Years of Experience
Norton Shores, MI
Broker
View SEC Summary
View SEC Summary

Brian Gerrans is a CFP-designated registered investment advisor at LPL Financial LLC, based in Norton Shores, MI, 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
28129 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

2145 W Sherman Blvd, Norton Shores, MI, 49441

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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 Activities

Brian operates under the DBA ARGO Wealth Partners for his LPL business since 2021 and owns rental real estate through 2145 W. Sherman, LLC, dedicating a few hours per week to it. He also has a business entity for tax/investment purposes and is associated with CRUMP and Associates of Clifton Park, spending a few hours per week during trading hours.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
April 2007 - July 2021 · 14 yrs 3 mos
Waddell & ReedBroker
June 1999 - July 2021 · 22 yrs 1 mo
State Registrations21 states
AZCACODCFLGAHIIAILINMDMIMNNMNYOKPATNTXVAWA
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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