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Celenea Brewer

23 Years of Experience
Avon, OH
3 DisclosuresBrokerSells Insurance

Celenea Brewer is a registered investment advisor at LPL Financial LLC, based in Avon, OH, with 23 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

36311 Detroit Road, Suite 204, Avon, OH, 44011

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2012
Denied
Customer Dispute
March 2010
Denied
Customer Dispute
October 2009
Denied
Other 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
August 2022 - Present · 3 yrs 11 mos
LPL Financial LLCBroker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Lincoln Investment
June 2017 - August 2022 · 5 yrs 2 mos
Lincoln InvestmentBroker
January 2017 - August 2022 · 5 yrs 7 mos
Legend Advisory, LLC
February 2013 - October 2019 · 6 yrs 8 mos
Legend Equities CorporationBroker
February 2013 - January 2017 · 3 yrs 11 mos
Investment Centers of America, INC.Broker
June 2006 - February 2013 · 6 yrs 8 mos
Fifth Third Securities, INC.Broker
November 2002 - June 2006 · 3 yrs 7 mos
State Registrations8 states
AZCAFLIAMINCOHTX
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.