Bruce Altheide is a CFP-designated registered investment advisor at LPL Financial LLC, based in Santa Maria, CA, with 38 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
1075 E Betteravia Road, Santa Maria, CA, 93454
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce operates under the DBA Coast Hills Wealth Management for his LPL business. He also works at CoastHills Credit Union doing tax preparation (a few hours per week) and other bank duties (about half his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
CUNA Brokerage Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations43 states
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