Brandon Worley
Brandon Worley is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, 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
4220 Bluebonnet Blvd Ste B, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business ActivitiesSells Insurance
Brandon operates under the DBA Champion Wealth Strategies since 2010. He also sells fixed insurance products, including term life, UL, whole life, and fixed annuities, using outside insurance agencies, dedicating about 10-20% of his time. Brandon also has an LLC, KCH LLC, created for tax purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Fbt Investments, INC.Broker
Chase Investment Services CORP.Broker
Hibernia Investments, L.L.C.Broker
State Registrations16 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.