Lpl Financial LLC
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About this Advisor
Brandon Day is a certified financial planner working out of Dallas, Texas, who has 15 years of experience as a financial advisor. Day is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at 360 Wealth Management, LLC, Martin Financial Group, Securian Financial Services, Inc, Minnesota Life Ins Co and Lpl Financial, LLC. Day maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Lpl Financial LLC is a registered investment firm operating out of Dallas, Texas. The company has offices in 8,011 locations and a total of 22,703 advisors. It has $153 billion in assets among its 680,466 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 customer accounts, 23% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Lpl Financial LLC offers a number of services, including 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Brandon Day Work History
Brandon has 15 years of experience.
360 Wealth Management, LLC
Lpl Financial, LLC
Martin Financial Group
Securian Financial Services, Inc
Minnesota Life Ins Co
Brandon Day has no disclosures.
Please visit their SEC profile for more details.