Andrew Richard Brereton
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
22 years in the industry.
- LPL Financial LLCOct 2025 to now
- Ameriprise Financial Services, LLCJul 2020 to Oct 2025
- Generational Financial Partners LLCDec 2018 to Jul 2020
- Eagle Strategies LLCOct 2018 to Jul 2020
- Local/community Sports Fitness CoachJan 2017 to Jul 2020
- Nylife Securities LLCJan 2017 to Jul 2020
- New York Life Insurance Co.Nov 2016 to Jul 2020
- NeomotionsApr 2004 to Jul 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6723955
- Firm CRD
- 6413