Bruce Branstine
Bruce Branstine is a CFP-designated registered investment advisor at LPL Financial LLC, based in Palm Desert, CA, with 26 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
Palm Desert, CA
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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
Bruce operates Bond Harbor Group as a DBA for his LPL business, dedicating nearly full-time hours to it. He also works for the American Red Cross and sells non-variable insurance products through THG, spending a few hours per week on the latter.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Advisors, LLC
Esi Financial Advisors
Equity Services, INC.Broker
Edward Jones
Edward JonesBroker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Comerica Securities
Comerica SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLCBroker
LPL Financial LLC
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Northern Trust Securities, INC.Broker
Northern Trust Securities, INC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 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.