Terence Brady
Terence Brady is a registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, with 31 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
21 Main St Ste 202, (Br 2), Hackensack, NJ, 07601-7080
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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
Terence is involved with Brady Financial, Inc. for tax/investment purposes and as a DBA for LPL business. He also sells non-variable insurance products and offers various non-variable insurance products through multiple carriers, dedicating minimal time to these activities, and is a notary public, teaches at the American School of Business, works for the North Bergen Board of Education, and is a real estate agent.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lm Financial Partners, INC.Broker
Uslife Equity Sales CORP.Broker
State Registrations23 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.