Danny Brown is a registered investment advisor at LPL Enterprise, LLC, based in Selma, NC, with 26 years of industry experience. Danny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
571 Napoleon Road, Selma, NC, 27576
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danny is involved in several farming and rental businesses, including 2B Farms Inc (cow and calf breeding), 5B Farms Inc (land rental), and 5B Rentals Inc (residential lot rental). These activities take about 10-20% of Danny's time.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations8 states
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