Krista Brewer
Krista Brewer is a registered investment advisor at LPL Financial LLC, based in Roseville, 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
2267 Lava Ridge Ct Ste 120, Roseville, CA, 95661
Get directionsHistory
Regulatory History (1)
Criminal
January 1998Other Business Activities
Krista operates under the DBA Behl Financial since 2005 and provides tax preparation, accounting, and bookkeeping services. She also owns rental real estate, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
State Registrations15 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.