Alan Gilbreath is a registered investment advisor at LPL Financial LLC, based in Richardson, TX, 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
Richardson, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan operates his LPL business under the DBA Levingston and Gilbreath Wealth Management, dedicating a significant amount of time to it. He also owns two rental real estate properties, one in Wisconsin and another in Texas, the latter being dormant farmland maintained as grassland.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wunderlich Securities, INC.Broker
Wunderlich Securities, INC.
Riverstone Wealth Management
Riverstone Wealth Management, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.