Brian Wotring
Brian Wotring is a registered investment advisor at LPL Financial LLC, based in Midlothian, VA, with 7 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
340 Browns Hill Court, Midlothian, VA, 23114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a registered representative with LPL Financial LLC and an investment advisor representative with Colonial River Investments LLC, dedicating full-time hours to the latter. Brian also works as an insurance agent with Colonial Financial Services, LLC and as a photographer, spending minimal time on photography.
Employment History
Current Registrations
Colonial River Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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.