Bryce Anderson
Bryce Anderson is a registered investment advisor at LPL Financial LLC, based in Portland, OR, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9904 SE 92nd Ave., Portland, OR, 97086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryce is involved in several outside business activities. He dedicates minimal time to Certified Portfolios, Inc. as an employee/officer/director, Interstate Pension Services, Inc. where he is involved in insurance sales and retirement plan evaluation, and as an independent contractor selling life insurance policies. Bryce also owns rental real estate, spending minimal time arranging short-term rentals.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Nichols & Grow,inc.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.