Bryan
Smith

Lpl Financial LLC

CRD#1957853
Investment Advisor
in Raleigh, NC
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About this Advisor

Bryan Smith is a certified financial planner and chartered financial consultant who lives in Raleigh, North Carolina. Currently an advisor with Lpl Financial LLC, they have gathered an impressive 28 years of professional experience as a financial advisor. Smith maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Smith can work with clients in North Carolina. Their career trajectory has included roles at Signator Investors, Inc, Nfp Securities, Inc and Lpl Financial LLC. Lpl Financial LLC is headquartered in Raleigh, North Carolina, and operates out of 8,011 offices across the country. In aggregate, Lpl Financial LLC oversees $153 billion in assets throughout 680,466 accounts and retains more than 22,703 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Lpl Financial LLC provides 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, Chartered Financial Consultant

Years of Experience

28 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

3737 Glenwood Avenue, Ste 100
Raleigh, NC 27612-5515

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

NC Average: 118
Total Number of Accounts

786,525

NC Average: 4,567
Average Account Size

$202,281

NC 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

Bryan Smith Work History

Bryan has 28 years of experience.

2011 - Present (8 years)

Lpl Financial LLC

2010 - 2011 (1 years)

Nfp Securities, Inc

1990 - 2010 (20 years)

Signator Investors, Inc

Disclosures

Bryan Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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