Brian Bellot
Brian Bellot is a registered investment advisor at LPL Financial LLC, based in Downers Grove, IL, with 26 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
2655 Warrenville Rd Ste 175, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2018Other Business ActivitiesSells Insurance
Brian operates his LPL business under several DBAs: Professional Wealth Advisors, PWA, and Bellot Wealth Management LLC. He also serves as treasurer for a non-profit and is a wealth advisor for PWA Financial Services LLC, spending minimal time on these activities. Partnerland LLC is a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations23 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.