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Briton Barrett

17 Years of Experience
Charleston, SC
Broker

Briton Barrett is a registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 17 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.

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Location

Charleston, SC

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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.

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Employment History
Current Registrations
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
LPL Financial LLC
May 2023 - Present · 3 yrs
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - April 2023 · 2 yrs 2 mos
Truist Advisory Services, INC.
February 2021 - April 2023 · 2 yrs 2 mos
Bb&t Securities, LLC
March 2019 - February 2021 · 1 yr 11 mos
Bb&t Securities, LLCBroker
September 2016 - February 2021 · 4 yrs 5 mos
Bb&t Investment Services, INC.Broker
May 2015 - January 2018 · 2 yrs 8 mos
Scottrade, INC.Broker
March 2008 - May 2015 · 7 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Briton Barrett - Financial Advisor | TrueAdvisor