Brian Monske is a registered investment advisor at LPL Financial LLC, based in Napa, CA, with 20 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
833 Franklin Street Ste 5, Napa, CA, 94559-2422
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Regulatory History
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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Brian provides investment advisory services through AllPoint Financial Group, LLC and also operates under the DBA AllPoint Financial Group for his LPL business. He also handles tax preparation and accounting, and serves as Treasurer for the Napa Rifle and Pistol Club, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
Allpoint Financial Group
LPL Financial LLCBroker
Previous Registrations
Slr Financial
Slr Financial
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.Broker
Securities America, INC.Broker
State Registrations5 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.