Brett Macbain
Brett Macbain is a registered investment advisor at LPL Financial LLC, based in Eatontown, NJ, 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
2 Industrial Way W Ste 202A, Eatontown, NJ, 07724
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2016Customer Dispute
January 2015Customer Dispute
May 2013Customer Dispute
February 2011Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Brett has two DBAs for his LPL business, Loyalty Wealth Management and Gladstone Wealth Partners, dedicating full-time hours to these activities. He also works as a non-variable insurance producer through Book Brokers, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Ifmg Securities, INC.Broker
State Registrations14 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.