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Gillette Harris

25 Years of Experience
Culpeper, VA
BrokerSells Insurance

Gillette Harris is a registered investment advisor at LPL Financial LLC, based in Culpeper, VA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

309 N. Main Street, Culpeper, VA, 22701-3277

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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 ActivitiesSells Insurance

Gillette operates under the DBA Brown Harris Wealth Management and co-owns BH Mainstreet Holdings LLC, a real estate rental business, with Todd. Gillette also sells non-variable insurance.

Employment History
Current Registrations
LPL Financial LLC
August 2008 - Present · 17 yrs 9 mos
LPL Financial LLCBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Edward JonesBroker
September 2000 - January 2006 · 5 yrs 4 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNDNENHNJNVNYOHORPARISCTNTXVAWAWIWV
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.