Brantley Freeman is a registered investment advisor at LPL Financial LLC, based in Mansfield, TX, 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
305 Regency Pkwy, Ste 313, Mansfield, TX, 76063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brantley works for Karen S Freeman CPA PLLC, providing tax preparation, accounting, and CPA services, taking about half of his time. He also owns Atlet- Athletes Enhancement Training LLC as a baseball trainer, dedicating about a quarter of his time, and Atlet LLC for tax/investment purposes, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 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.