Brian Dale Trowbridge
Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
PFSDesignation
$819.1BFirm assets
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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
39 years in the industry.
- LPL Financial, LLCJun 2020 to now
- Brian Trowbridge, CpaFeb 1987 to now
- Level Four Advisory ServicesSep 2018 to Jun 2020
- 1st Global Advisors, Inc.Dec 2015 to Sep 2018
- 1st Global Capital Corp.Dec 2015 to Sep 2018
- 1st Global Insurance Services, Inc.Dec 2015 to Sep 2018
Designations
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 4491410
- Firm CRD
- 6413