Brooke Carpenter is a registered investment advisor at LPL Financial LLC, based in Burlington, NC, with 9 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
3120 S Church St Ste 102, Burlington, NC, 27215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brooke operates Betty Andrews Investment Management as a DBA for her LPL business, dedicating full-time hours to it. She also owns Freedom First, LLC for tax/investment purposes and Residential Engineering Solutions, LLC as a structural engineer, spending about 10-20% of her time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations12 states
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