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Brian Luther

24 Years of Experience
Lincoln, NE
BrokerSells Insurance

Brian Luther is a registered investment advisor at LPL Financial LLC, based in Lincoln, NE, 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
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

233 South 13th St. #1107, Lincoln, NE, 68508

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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 operates his LPL business through Compass Financial Resources and dedicates nearly full-time hours to it. He also works with Financial Markets, INC selling non-variable insurance, spending about 10-20% of his time on this. Additionally, Brian provides administrative support to Ameritime, LLC, an independent investment advisor firm, spending approximately 60 hours per month.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 2 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Securities America Advisors, INC.
July 2017 - March 2024 · 6 yrs 8 mos
Securities America, INC.Broker
July 2017 - March 2024 · 6 yrs 8 mos
Ameritime, LLC
September 2008 - March 2023 · 14 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2006 - July 2017 · 10 yrs 8 mos
National Planning CorporationBroker
October 2006 - July 2017 · 10 yrs 9 mos
American General Securities Incorporated
November 2002 - October 2006 · 3 yrs 11 mos
American General Securities IncorporatedBroker
October 2002 - October 2006 · 4 yrs
Franklin Financial Services CorporationBroker
July 2001 - October 2002 · 1 yr 3 mos
State Registrations14 states
ALAZCOIAKSMOMSNENMNYOKORTXWY
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.
Brian Luther - Financial Advisor | TrueAdvisor