Brian Boisselle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bowling Green, OH, with 14 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
1215 Ridgewood Dr., Ste C, Bowling Green, OH, 43402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates Citizens Wealth Management Group as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations17 states
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