Bart Lewellyn is a registered investment advisor at LPL Financial LLC, based in Medford, OR, with 30 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
714 Cardley Ave, Medford, OR, 97504
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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 Activities
Bart is involved in several business activities, including Bluewater Financial, Inc. (120 hours/month), Rocky Point Investments, LLC (1 hour/month), Lewellyn Wealth (full-time), Seven Bushes, LLC (5 hours/month), Cardley Properties, LLC (1 hour/month), and FIN-ADDICTS (15 hours/month). None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Triad Advisors, LLC
Triad Advisors LLCBroker
Lewellyn Financial Management
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations7 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.