Brandon
Day

Lpl Financial LLC

CRD#4715355
Investment Advisor
in Dallas, TX
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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

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

17300 Dallas Pkwy Ste 2065
Dallas, TX 75248-1139

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

TX Average: $16,012,751,954
Total Number of Employees

22,790

TX Average: 118
Total Number of Accounts

786,525

TX Average: 4,567
Average Account Size

$202,281

TX Average: $3,506,186

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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
  • Other

Brandon Day Work History

Brandon has 15 years of experience.

2012 - Present (7 years)

360 Wealth Management, LLC

2010 - Present (9 years)

Lpl Financial, LLC

2003 - 2010 (7 years)

Martin Financial Group

2003 - 2010 (7 years)

Securian Financial Services, Inc

2003 - 2010 (7 years)

Minnesota Life Ins Co

Disclosures

Brandon Day has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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