Brandon Lancaster
Brandon Lancaster is a registered investment advisor at LPL Financial LLC, based in Canton, OH, with 18 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
4505 Stephen'S Circle NW 102, Canton, OH, 44718
Get directionsHistory
Regulatory History
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 operates under several DBAs and business entities for his LPL and IAA businesses, dedicating full-time hours to these investment-related activities. He also works as an agent for non-variable insurance through Sage Insurance Partners and Highland Capital Brokerage, spending minimal time on these roles.
Employment History
Current Registrations
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Independent Advisor Alliance, LLC
Independent Financial Partners
LPL Financial LLCBroker
NFP Securities, INC.
NFP Securities, INC.Broker
State Registrations16 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.