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Brandon Reich

3 Years of Experience
Louisville, KY
May Earn Commission

Brandon Reich is a registered investment advisor at LPL Financial LLC, based in Louisville, KY, with 3 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

2950 Breckenridge Ln., Suite 6, Louisville, KY, 40220

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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 is the Chief Solutions Officer at Louisville Low Voltage, working about half his time. He is also the CEO and business owner of Secure BI LLC, dedicating about a quarter of his time. Corvus Capital, LLC is a DBA for Brandon's LPL business.

Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Spc
February 2023 - September 2024 · 1 yr 7 mos
State Registrations2 states
KYTX
Advisor

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.
Brandon Reich - Financial Advisor | TrueAdvisor