Brian Talbert is a registered investment advisor at LPL Financial LLC, based in Myrtle Beach, SC, with 19 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
1701 North Oak Street, Myrtle Beach, SC, 29577
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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.
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Brian is involved with Talbert & Lee Enterprises LLC for tax/investment purposes since 2010. He also operates under the DBA United Community Advisors for his LPL business, dedicating full-time hours to it, with slightly fewer hours during trading.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
First Citizens Asset Management, INC
First Citizens Securities CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 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.