Bradley Mann
Bradley Mann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 40 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
1200 N Federal Hwy Ste 300, Boca Raton, FL, 33432
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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
Bradley sells non-variable insurance products from multiple companies, including GE/First Colony SPIA and John Hancock, since 2002. He also has tax preparation and accounting businesses, including Atlantic Tax Services, which takes up a significant amount of his time, and several DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Private Wealth Alliance, LLC
David Lerner Associates, INC.Broker
State Registrations13 states
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