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Brent Brookshire

Advisor at LPL Financial

Updated today

Location

Lufkin, TX 75904

Credentials

Series 66

Industry experience

27 years

About

Brent Brookshire is a financial advisor with LPL Financial in Lufkin, TX, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he serves as a general partner in a family limited partnership. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1503 Hanks St, Ste A

Lufkin, TX 75904

Most active in

Texas

Work history

LPL Financial

2019 - Present (7 years)

Bank of America, N.A.

2011 - 2019 (8 years)

Merrill

1999 - 2019 (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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