Brian Lee Bogue
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCMar 2026 to now
- PNC InvestmentsAug 2021 to Mar 2026
- Bbva Securities Inc.May 2013 to Aug 2021
- Bbva Wealth Solutions Inc.May 2011 to Aug 2021
- Bbva Compass Insurance Agency, Inc.Feb 2010 to Aug 2021
- Compass BankAug 2009 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4347605
- Firm CRD
- 6413