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Brian Larkin

9 Years of Experience
Warrington, PA
2 DisclosuresBroker

Brian Larkin is a registered investment advisor at LPL Enterprise, LLC, based in Warrington, PA, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

2700 Kelly Road, Suite 100D, Warrington, PA, 18976

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History

Regulatory History (2)
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Financial
April 2025
Final
Financial
March 2025
Final
Employment History
Current Registrations
LPL Enterprise, LLC
August 2025 - Present · 9 mos
LPL Enterprise, LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
MML Investors Services, LLC
January 2021 - December 2022 · 1 yr 11 mos
MML Investors Services, LLCBroker
May 2019 - December 2022 · 3 yrs 7 mos
Nylife Securities LLCBroker
January 2016 - May 2019 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 2013 - December 2015 · 2 yrs 5 mos
State Registrations2 states
NJPA
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.