Brian Coles is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, with 22 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
37000 Grand River Ave Ste 240, Farmington Hills, MI, 48335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates his LPL business under the DBA Fundamental Financial Group. He also owns Coles Properties, LLC for tax/investment purposes, and is a board member for both the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 states
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