Niall Bridgeman
Niall Bridgeman is a registered investment advisor at LPL Financial LLC, based in Egg Harbor Twp, NJ, with 30 years of industry experience. Niall is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Egg Harbor Twp, NJ
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Criminal
March 1988Other Business ActivitiesSells Insurance
Niall sells fixed annuities since 2008 and operates under the DBAs Bridgeman Wealth Management and Bridgeman Financial Group. He also provides tax preparation, accounting, and bookkeeping services, dedicating about 10-20% of his time, and teaches accounting and business classes at Mainland Regional High School, spending about half his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Banc of America Investment Services, INC.Broker
Suntrust Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations13 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.
Exams
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