Lpl Financial LLC
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
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
Bradley Smith Work History
Bradley has 10 years of experience.
Lpl Financial LLC
Farmers Bank And Trust
Crews & Associates, Inc
Bradley Smith has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
San Diego, CA
San Diego, CA
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.