Celenea Brewer
Celenea Brewer is a registered investment advisor at LPL Financial LLC, based in Avon, OH, with 23 years of industry experience. Celenea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
36311 Detroit Road, Suite 204, Avon, OH, 44011
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2012Customer Dispute
March 2010Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Celenea operates G & C Financial Solutions as a DBA for her LPL business since 2022. She is also an agent for non-variable insurance through G & C Financial Services since 2023, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Investment
Lincoln InvestmentBroker
Legend Advisory, LLC
Legend Equities CorporationBroker
Investment Centers of America, INC.Broker
Fifth Third Securities, INC.Broker
State Registrations10 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.
Exams
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