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Brandon Leeder

4 Years of Experience
Mount Pleasant, PA
Broker

Brandon Leeder is a registered investment advisor at LPL Financial LLC, based in Mount Pleasant, PA, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

605 North Church Street, Mount Pleasant, PA, 15666

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brandon operates his LPL business under the DBA Professional Money Management LLC. He also works as a bartender/host at Stone Villa Wine Cellars, dedicating about 10-20% of his time to this non-investment related activity.

Employment History
Current Registrations
LPL Financial LLC
May 2022 - Present · 4 yrs
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Fsc Securities CorporationBroker
March 2021 - September 2021 · 6 mos
State Registrations1 state
PA
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.