Brandon Leblanc
Brandon Leblanc is a registered investment advisor at LPL Financial LLC, based in Shreveport, LA, 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
800 Spring Street, Ste 120, Shreveport, LA, 71101
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Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
Brandon operates under the DBAs Business First Wealth Solutions Group and LGR Wealth Solutions Group LLC for his LPL business, dedicating a significant amount of time to these activities. He also owns LGR Properties LLC for real estate rental and has two business entities, LGR WSG Holdings LLC and BL Consulting LLC, for tax/investment purposes, spending about 10-20% of his time on BL Consulting LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
State Registrations9 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.