BH
CFP
BH
CFP

Brandon Hibdon

17 Years of Experience
San Diego, CA
Broker

Brandon Hibdon is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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

16789 Bernardo Center Dr, San Diego, CA, 92128

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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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Other Business Activities

Brandon is associated with Lucia Capital Group, doing business as an LPL entity, for his LPL business since 2020. This activity is investment-related and takes up his full time.

Employment History
Current Registrations
LPL Financial LLC
September 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
September 2020 - Present · 5 yrs 8 mos
LPL Financial LLC
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Lucia Securities, LLCBroker
September 2011 - October 2020 · 9 yrs 1 mo
Lucia Capital Group
April 2010 - October 2020 · 10 yrs 6 mos
Raymond J. Lucia Companies, INC.
October 2009 - June 2010 · 8 mos
First Allied Securities, INC.Broker
February 2009 - December 2011 · 2 yrs 10 mos
State Registrations11 states
AZCACOFLMEMINCNVNYTXWA
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.