Windus Brinkkord
Windus Brinkkord is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
12520 High Bluff Drive, #140, San Diego, CA, 92130
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Windus operates under Trilogy Financial Services as a DBA for LPL business and provides investment advisory services through Trilogy Capital, Inc., dedicating about three-quarters of their time to the latter. Windus also acts as a co-trustee for a family trust and is involved in real estate rental through a personal trust.
Employment History
Current Registrations
LPL Financial LLCBroker
Trilogy Capital, INC.
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations21 states
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