Brian Hoyt is a CFP, PFS-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, 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
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
1498 SE Tech Center Pl #110, Vancouver, WA, 98683
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is involved with Tax & Capital Management 360, where he does tax preparation and planning, as well as using it as a DBA for his LPL business. These activities are investment-related and take about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Royal Alliance Associates, INC.
San Diego Tax & Wealth Management, INC
Osaic Wealth, INC.Broker
Wil Shellenberger
Hornor, Townsend & Kent, INC.Broker
State Registrations18 states
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