Brett Michael Webb

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Pinehurst, NC
• 11/2016 → 05/2019
  Wells Fargo Clearing Services, Llc
  Pinehurst, NC
• 05/2019 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pinehurst, NC
• 07/2019 → 11/2023
  Bank Of America, N.A.
  Pinehurst, NC
• 11/2023 → Present
  Lpl Financial
  Ellerbe, NC

Previous Registrations

• 2019-05-31 → 2023-11-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pinehurst, NC
• 2013-10-04 → 2019-06-10
  Wells Fargo Clearing Services, Llc
  Pinehurst, NC
  Rockingham, NC
  Pinehurst, NC

Other Businesses

1(11/02/2023 - Brightleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/2023

Exams

• S66 Uniform Combined State Law Examination
  2013-10-04

Other Names

• Brett Michael Webb
• Brett Webb