Bruce
Heymont

Lpl Financial LLC

CRD#1764579
Investment Advisor
in Los Angeles, CA
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About this Advisor

Bruce Heymont is a certified financial planner who works out of Los Angeles, California. Currently a registered investment advisor with Lpl Financial LLC, they have gathered an impressive 33 years of professional experience as a financial advisor. Heymont has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Heymont can advise investors based out of California and Texas. Throughout their career, Heymont has worked at Heymont & Company, Inc (Self Employed) and Lpl Financial, LLC. Lpl Financial LLC is headquartered in Los Angeles, California, and has 8,011 additional offices in the nation. As a registered advisory firm, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 655,827 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

33 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

Yes

Office Location

1880 Century Park East
Los Angeles, CA 90067

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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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

Bruce Heymont Work History

Bruce has 33 years of experience.

2002 - Present (17 years)

Lpl Financial, LLC

1985 - Present (34 years)

Heymont & Company, Inc (Self Employed)

Disclosures

Bruce Heymont has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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