Brett Alan Naylor
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Brett Alan Naylor? Claim your profile
Contact this firm
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
13 years in the industry.
- LPL Financial LLCJan 2024 to now
- Maier & Associates Financial Group, Inc.Jul 2022 to now
- Raymond James Financial Services, Inc.Sep 2022 to Jan 2024
- Raymond James Financial Services Advisors, Inc.Aug 2022 to Jan 2024
- Silver Palace Bar & GrillJul 2022 to Jul 2025
- Northwood UniversityJan 2020 to May 2021
- Hantz Financial ServicesDec 2019 to Jun 2022
- Bay LandscapingJun 2018 to Nov 2019
- Delta CollegeAug 2016 to Dec 2019
- Silver PalaceApr 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7208559
- Firm CRD
- 6413