Brent Buehler is a registered investment advisor at LPL Financial LLC, based in San Antonio, TX, 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
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
300 Convent St Ste 2100, San Antonio, TX, 78205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent works as a DBA for LPL business through Amegy Wealth Advisors, dedicating about a quarter of his time. He also works as a Relationship Manager for Zions Bancorporation, spending a few hours per week on this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Summitalliance Securities, L.L.C.Broker
Titleist Asset Management, LTD.
Titleist Asset Management, LTD.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations14 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.