Brian Lethert, financial advisor Billings MT

Brian Lethert

CRD Number: 2972618
Current Firm: Lpl Financial LLC

Brian Lethert (CRD# 2972618) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Billings, MT Jul 2021 - Current < 1
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
Contact Info for Brian S. Lethert
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • MN
  • MT
  • NV
  • NM
  • ND
  • UT
  • VA
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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