Brian Messick
Brian Messick is a CFP-designated registered investment advisor at LPL Financial LLC, based in Towson, MD, 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
110 West Rd Ste 415, Towson, MD, 21204
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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
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 LLC
LPL Financial LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
AXA Advisors, LLCBroker
State Registrations15 states
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