Brian Lusco is a registered investment advisor at LPL Financial LLC, based in Travelers Rest, SC, with 13 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
401 N Main St, Travelers Rest, SC, 29690-1528
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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 operates Beacon Capital Management, LLC as a DBA for his LPL business since 2020. He also runs Beacon Tax & Accounting Solutions, LLC DBA North Greenville Accounting, providing tax preparation and accounting services since 2020.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations4 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.