Brock Bennion is a registered investment advisor at LPL Financial LLC, based in Tacoma, WA, with 5 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
917 Pacific Ave, Ste 407, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brock is doing business as Kimball Creek Partners through Financial Advocates Investment Management, an independent investment advisor firm, since 2021. He dedicates nearly full-time hours to providing investment advisory services through this firm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
State Registrations16 states
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