Robert Bradley is a CFP-designated registered investment advisor at LPL Financial LLC, based in Towanda, PA, with 34 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
Bradford Towne Center Rr#6, Visions Federal Credit Union, Towanda, PA, 18848
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Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Robert operates under three business names: Visions Investment Services (since 2004), Visions Analysis (since 2017, taking nearly full-time), and Visions Wealth Management (since 2023, minimal time). Visions Investment Services and Visions Wealth Management are DBAs for his LPL business, while Visions Analysis is a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
Visions Analysis LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Lesko Securities INC.Broker
The Concord Equity Group, LLCBroker
Lesko Securities INC.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.