Brandon Hsia is a registered investment advisor at LPL Financial LLC, based in Deerwood, MD, with 12 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
Deerwood, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon is a partner at Gallagher Wealth Management Services, a DBA for Lincoln business, since 2018. He dedicates full-time hours to providing financial services, creating financial plans, performing account reviews, and handling back-office responsibilities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations14 states
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