Brett
Naylor
Lpl Financial LLC
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About this Advisor
Brett Naylor is a financial advisor based in Bay City, Michigan, working with Lpl Financial LLC. Brett has previously held positions at Silver Palace, Bay Landscaping, Delta College, Hantz Financial Services, Bay City Western, Northwood University, Silver Palace Bar & Grill, Maier & Associates Financial Group, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, and Lpl Financial LLC. Brett has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Brett is part of Lpl Financial LLC, which operates out of Bay City, Michigan. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brett Naylor Work History
Lpl Financial LLC
Silver Palace Bar & Grill
Maier & Associates Financial Group, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Northwood University
Hantz Financial Services
Bay Landscaping
Delta College
Silver Palace
Bay City Western
Disclosures
Please visit the SEC profile of Brett Naylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
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La Jolla, CA
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Peoria, AZ
Hollywood, FL
Glen Arm, MD
Hyde Park, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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