Bruce Lubatkin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Nokomis, FL, with 32 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
Nokomis, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce operates under the DBAs Lubatkin Financial Group (since 1993) and Lotus Financial Group (since 2022) for his LPL business. He also provides tax preparation, accounting, and CPA services, dedicating about half of his time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
C. J. M. Planning CORP.Broker
Chemical Investment Services CORP.Broker
C. J. M. Planning CORP.Broker
Byrne Financial Planning CORP.Broker
State Registrations22 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.