BR
CFP
BR
CFP

Brian Rybicki

23 Years of Experience
Newburyport, MA
Broker

Brian Rybicki is a CFP-designated registered investment advisor at LPL Financial LLC, based in Newburyport, MA, 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

Newburyport, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian operates Rybicki & Pearson Financial as a DBA for his LPL business since 2012. He is also a co-owner of RP Wealth Properties, LLC, a commercial office rental business, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
December 2007 - Present · 18 yrs 5 mos
LPL Financial LLCBroker
December 2007 - Present · 18 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
July 2002 - December 2007 · 5 yrs 5 mos
Ids Life Insurance CompanyBroker
July 2002 - July 2006 · 4 yrs
State Registrations20 states
AZCACOCTFLGAILKYMAMEMONCNHNJNYOHPARISCVA
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.
Brian Rybicki - Financial Advisor | TrueAdvisor