Brian Linde
Brian Linde is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 24 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
800 Howe Ave Suite 160, Sacramento, CA, 95825
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Regulatory History (3)
Financial
September 2025Customer Dispute
July 2022Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Brian is an insurance agent for property and casualty policies through Solstice Insurance Services since 2011, dedicating about 10-20% of his time. He also operates under the DBAs Solstice Wealth Management & Insurance Services and Solstice Wealth Management, selling fixed annuities, long-term care, disability, and health insurance, spending about a quarter of his time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations19 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.