Brandon Rainbolt is a registered investment advisor at LPL Financial LLC, based in Edmond, OK, with 6 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
2908 Via Esperanza, Edmond, OK, 73013
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Regulatory History (1)
Judgment / Lien
January 2017Other Business Activities
Brandon operates under two DBAs, Cornerstone Wealth Portfolios and Cornerstone Wealth Services, for his LPL business. These are investment-related activities and consume nearly all of Brandon's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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.