Brian Nunes is a registered investment advisor at LPL Financial LLC, based in Visalia, 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
3010 W. Main Street, Suite B, Visalia, CA, 93291
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates under several DBAs, including Thiesen Dueker Financial Consulting Group (since 2009), Thiesen Dueker (since 2011), and Nunes Wealth Management (since 2023). He dedicates full-time hours to Nunes Wealth Management, with about 20 hours per week during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations18 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.