Bryan Kupchik is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dunmore, PA, with 28 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
1202 Meade St, Dunmore, PA, 18512
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Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Bryan operates his LPL business under the DBA Capstone Wealth Management Group and is also a Registered Investment Advisor through Capstone Wealth Management Group, LLC, dedicating about 10-20% of his time to the latter. He also has real estate rental businesses, 4th Street Enterprises, LLC and BRCK Partners LLC, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Capstone Wealth Management Group, LLC
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations21 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.