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Brian Messick

LPL Financial LLC
25 Years of Experience
Towson, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Messick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Towson, MD, with 25 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 West Rd Ste 415, Towson, MD, 21204

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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

Brian is involved in several business activities, including WeberMessick Wealth Management (DBA for LPL business), tax preparation/accounting, and non-variable insurance sales. He also owns WM Realty Holdings, LLC, and is a musician, playing guitar and singing, and is involved with WM Wealth Management Inc. for tax/investment purposes.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 mos
LPL Financial LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - May 2019 · 3 yrs 1 mo
NFP Advisor Services, LLC
February 2002 - September 2016 · 14 yrs 7 mos
Kestra Investment Services, LLCBroker
December 2001 - May 2019 · 17 yrs 5 mos
AXA Advisors, LLCBroker
March 2001 - December 2001 · 9 mos
State Registrations16 states
AZDEFLGAMAMDMEMIMTNCNJNYOHPASCVA
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.
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