Brentson Bowlin
Brentson Bowlin is a registered investment advisor at Second Line Capital, LLC, based in Folsom, LA, with 19 years of industry experience. Brentson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,385 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second Line Capital (2LC) offers investment management services for an annual fee based on the amount of assets under management. The management fee can be up to 2.00% annually. The fee is determined by the investment advisor representative and is allocated between 2LC and the representative. The fee is charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter. 2LC also uses LPL programs, which have maximum fees ranging from 0.95% to 3.0%.
Location
Folsom, LA
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Regulatory History (2)
Customer Dispute
June 2012Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Brentson operates under the DBAs Faubourg Private Wealth Advisors and Faubourg Private Wealth, dedicating full-time hours to these activities. He also provides investment advisory services through Second Line Capital, LLC, spending full-time hours on this activity, and acts as an independent agent for non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
Advisor Resource Council
Level Four Advisory Services
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
Edward JonesBroker
State Registrations1 state
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.