Brandon Echeverria
Brandon Echeverria is a registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 22 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
2432 W Peoria Ave Ste 1170, Phoenix, AZ, 85029
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is an independent insurance agent selling fixed annuities, life, accident, health, and long-term care insurance products. He also owns Factor Admin, a TPA services company providing 401k plan administration and compliance services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
Orbitex Funds Distributor, INC.Broker
Goldk Investment Services, INCBroker
Compass Brokerage, INC.Broker
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.