Bedford Kirkland
Bedford Kirkland is a registered investment advisor at LPL Financial LLC, based in Lebanon, TN, with 36 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
1032 West Main Street, Lebanon, TN, 37087
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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
Bedford is involved in several business activities, including HTK Wealth Management, HTK Insurance Services (selling life, health, disability, long-term care, and fixed annuities), and various real estate and investment-related entities. He also serves on the boards of the Kirkland Foundation and the Middle TN Council Boy Scouts of America, dedicating minimal time to these roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations19 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.