Lpl Financial LLC
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
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Elizabeth Bryan Work History
Elizabeth has 23 years of experience.
Lpl Financial LLC
Guardian Credit Union
Investment Centers Of America
Bank Of America/Merrill Lynch
Elizabeth Bryan has no disclosures.
Please visit their SEC profile for more details.
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