Bentley Beard
Bentley Beard is a registered investment advisor at LPL Financial LLC, based in Union City, TN, with 35 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
800 S First Street, Union City, TN, 38261
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Regulatory History (1)
Customer Dispute
May 2024Other Business Activities
Bentley is involved in several business activities, including DBAs for his LPL business, real estate rentals, a family farm operation, acting in a fiduciary capacity for the Lane Family, and a travel agency. The family farm takes about 10-20% of Bentley's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward D. Jones & CO., L.P.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations27 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.