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Donald Bishop

LPL Financial LLC
29 Years of Experience
Easley, SC
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Donald Bishop is a registered investment advisor at LPL Financial LLC, based in Easley, SC, with 29 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1524 E Main St, Easley, SC, 29640

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2010
Settled
Customer Dispute
February 2009
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald operates under the DBA United Community Advisory Services for his LPL business since 2018. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
December 2015 - February 2018 · 2 yrs 2 mos
Invest Financial CorporationBroker
December 2015 - February 2018 · 2 yrs 2 mos
Investment Professionals, INC.
December 2013 - December 2015 · 2 yrs
Investment Professionals, INC.Broker
December 2013 - December 2015 · 2 yrs
LPL Financial LLC
July 2013 - December 2013 · 5 mos
Stratos Wealth Partners, LTD
March 2012 - July 2013 · 1 yr 4 mos
LPL Financial LLCBroker
February 2012 - December 2013 · 1 yr 10 mos
Suntrust Investment Services, INC.
August 2010 - February 2012 · 1 yr 6 mos
Suntrust Investment Services, INC.Broker
August 2010 - February 2012 · 1 yr 6 mos
Uvest Financial Services Group, INC.
May 2007 - August 2010 · 3 yrs 3 mos
Uvest Financial Services Group, INC.Broker
March 2007 - August 2010 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
October 2005 - March 2007 · 1 yr 5 mos
Uvest Financial Services Group, INC.Broker
July 2002 - October 2005 · 3 yrs 3 mos
Wachovia Securities, INC.Broker
June 2002 - July 2002 · 1 mo
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Wachovia Brokerage ServiceBroker
March 1997 - February 2000 · 2 yrs 11 mos
State Registrations12 states
ARCAFLGAMAMSNCNHSCTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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