Brent Harpster is a CFP-designated registered investment advisor at LPL Financial LLC, based in Somerset, KY, with 21 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
239 N Highway 27, Somerset, KY, 42503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent operates his LPL business through Community Trust Financial Services, dedicating nearly all of his time to it. He also owns Lake Cumberland Cabin, LLC, a real estate rental business, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Goldenrod Financial LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Nationwide Investment Services CorporationBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations7 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.