BE
BE

Brandon Ebert

22 Years of Experience
Salina, KS
BrokerSells Insurance

Brandon Ebert is a registered investment advisor at LPL Financial LLC, based in Salina, KS, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

Loading...

Location

1041 S Ohio St, Salina, KS, 67401

Get directions

History

Regulatory History
Clean regulatory record

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

Brandon is involved in several business activities, including EFour, Inc. (DBA for LPL business), EFour RE, LLC, BE Wealth, ParPoints Golf, Be Accounting, Be Guided, Be Connected, and CONEXUS. He also works as a financial advisor for Crump Life Insurance Services and runs Be Assured, LLC, an insurance agency, dedicating minimal time and a few hours per week respectively.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs
Previous Registrations
Waddell & Reed
November 2003 - July 2021 · 17 yrs 8 mos
Waddell & ReedBroker
October 2003 - July 2021 · 17 yrs 9 mos
State Registrations37 states
AKALARAZCACOCTFLGAIAIDILINKSMDMIMNMOMTNENJNMNVNYOHOKORPASCSDTXUTVAWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Brandon Ebert - Financial Advisor | TrueAdvisor