Bradford Pine
Bradford Pine is a registered investment advisor at LPL Financial LLC, based in Port Washington, NY, 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
2 Seaview Blvd Ste 101, Port Washington, NY, 11050
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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
Bradford sells life insurance and fixed annuities as an agent with various companies since 2014. He also owns Bradford Pine Wealth Group, MACC SJ Ltd., an e-book, and Swabmycheek.com, dedicating minimal time to the latter three.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Cantella & CO., INC.
Cantella & CO., INC.Broker
Joseph Gunnar & CO., LLC
Joseph Gunnar & CO. LLCBroker
First Asset Management, INC.Broker
Lehman Brothers INC.Broker
State Registrations15 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.