BC
BC

Brian Crook

32 Years of Experience
1 DisclosureBrokerSells Insurance

Brian Crook is a registered investment advisor at LPL Financial LLC, based in Eagle, ID, with 32 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

439 East Shore Drive, Suite 250, Eagle, ID, 83616

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2001
Denied
Other Business ActivitiesSells Insurance

Brian is associated with Rocky Mountain Wealth Management, LLC, Summit Wealth Planning, and Good Life Advisors, LLC, primarily for investment and business purposes. He also works with Good Life Insurance Associates selling non-variable insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
March 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 1 mo
LPL Financial LLC
March 2023 - Present · 3 yrs 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
March 2011 - March 2023 · 12 yrs
Commonwealth Financial Network
March 2011 - March 2023 · 12 yrs
D.A. Davidson & CO.
April 2007 - March 2011 · 3 yrs 11 mos
D.A. Davidson & CO.Broker
August 2003 - March 2011 · 7 yrs 7 mos
RBC Dain Rauscher INC.Broker
September 1998 - September 2003 · 5 yrs
Piper Jaffray INC.Broker
June 1993 - October 1998 · 5 yrs 4 mos
State Registrations4 states
CAIDUTWA
AdvisorBrokerBoth

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.
Brian Crook - Financial Advisor | TrueAdvisor