Elizabeth
Bryan

Lpl Financial LLC

CRD#2717784
Investment Advisor
in Montgomery, AL

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About this Advisor

Elizabeth Bryan is a financial advisor who works in Montgomery, Alabama, who has 23 years of professional experience. Bryan is an employee of Lpl Financial LLC. The advisor has gained experience at Sterling Bank, Guardian Credit Union, Amerifirstbank, Bank Of America/Merrill Lynch, Synovus Securities, Investment Centers Of America and Lpl Financial LLC. Bryan has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama. Lpl Financial LLC is a company headquartered in Montgomery, Alabama. It has offices in 9,519 locations and a total of 23,035 people on staff. It administers $208 billion in assets under management across its 892,326 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,956 charities and foundations. Of its 892,326 customer accounts, 28% belong to high-net-worth individuals who have at least $1 million in assets. Lpl Financial LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely are based on the type of financial services provided. However, fees billed by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

418 Madison Ave
Montgomery, AL 36104

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

AL Average: $646,059,043
Total Number of Employees

23,035

AL Average: 13
Total Number of Accounts

892,326

AL Average: 661
Average Account Size

$232,867

AL Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Elizabeth Bryan Work History

Elizabeth has 23 years of experience.

2017 - Present (4 years)

Lpl Financial LLC

2016 - Present (5 years)

Guardian Credit Union

2016 - Present (5 years)

Investment Centers Of America

2014 - 2016 (2 years)

Amerifirstbank

2011 - 2014 (3 years)

Bank Of America/Merrill Lynch

1998 - 2011 (13 years)

Synovus Securities

1997 - 2011 (14 years)

Sterling Bank

Disclosures

Elizabeth Bryan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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