Brian Lethert (CRD# 2972618) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 26 years of experience in the finance industry.
CRD# 2759083
D.a. Davidson & Company
CRD# 4974354
Allied Investment Advisors LLC
CRD# 4470329
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Billings, MT | Jul 2021 - Current | 2 |
| Bsl, Inc. | Billings, MT | Jan 2010 - Jul 2021 | 11 |
| Various Insurance Carriers For W & R Insurance Agencies | Columbus, MT | Mar 1998 - Jul 2021 | 23 |
| Waddell & Reed, Inc. | Billings, MT | Dec 1997 - Jul 2021 | 23 |
| Montana Relations Investment Group | Billings, MT | Nov 2007 - Apr 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1997 |
- CA
- CO
- MN
- MT
- NV
- NM
- ND
- TX
- UT
- VA
- WA
- WY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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