Bradley
Smith

Lpl Financial LLC

CRD#5856592
Investment Advisor
in Magnolia, AR

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About this Advisor

Bradley Smith is an investment advisor who lives in Magnolia, Arkansas. Currently a registered advisor with Lpl Financial LLC, Smith has 10 years of professional experience as a registered advisor. Smith holds Series 63 and Series 66 licenses, certifying them as a securities agent. Smith is registered to work with customers based out of Arkansas and Texas. Over the course of their career, they have held roles at Crews & Associates, Inc, Student, Lpl Financial LLC and Farmers Bank And Trust. Lpl Financial LLC is based out of Magnolia, Arkansas, and has 9,519 other brick-and-mortar locations across the United States. Overall, Lpl Financial LLC oversees $208 billion in assets covering 892,326 client accounts and retains more than 23,035 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 890,301 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 28% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lpl Financial LLC offers 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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

222 Pine Street
Magnolia, AR 71753

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

AR Average: 13
Total Number of Accounts

892,326

AR Average: 661
Average Account Size

$232,867

AR 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

Bradley Smith Work History

Bradley has 10 years of experience.

2014 - Present (8 years)

Lpl Financial LLC

2014 - Present (8 years)

Farmers Bank And Trust

2010 - 2013 (3 years)

Crews & Associates, Inc

2010 - 2010 (< 1 year)

Student

Disclosures

Bradley Smith has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brian Mcmillin
Roseau, MN
Megan Soto
Lindenhurst, NY
Tyler Coe
Deland, FL
Steven Justice
San Diego, CA
John Lewis
Moscow, PA
Michael Cutler
San Diego, CA
Carole Sarson
Washington, NJ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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