Brian Craig Tillotson

LPL Financial LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

2535 E Southlake Blvd, Suite 100, Southlake, TX, 76092

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History

Regulatory History (1)

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Customer Dispute

February 2012

Settled

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Other 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.