Brittany Waterson, financial advisor Grand Blanc MI

Brittany Waterson

CRD Number: 5524949
Current Firm: Lpl Financial LLC

Brittany Waterson (CRD# 5524949) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Blanc, MI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Grand Blanc, MI Jun 2019 - Current 4
Unemployed Grand Blanc, MI Apr 2019 - May 2019 < 1
Lpl Financial / Legacy Consultants Wealth Management Grand Blanc, MI Apr 2008 - Mar 2019 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Brittany N. Waterson
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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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