Brian Tillotson
Brian Tillotson is a registered investment advisor at LPL Financial LLC, based in Southlake, TX, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2535 E Southlake Blvd Ste 100, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2012Other Business ActivitiesSells Insurance
Brian operates his LPL business under the DBA Virtus Wealth Management and is an IAR with Good Life Advisors, LLC, spending nearly full-time on this activity. He also owns Virtus Tax Strategies, LLC, dedicating a few hours per week to tax preparation and accounting, and sells non-variable insurance products.
Employment History
Current Registrations
LPL Financial LLC
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
State Registrations13 states
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.