Brad Glickman
Brad Glickman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bethesda, MD, 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
6550 Rock Spring Drive Ste 535, Bethesda, MD, 20817
Get directionsHistory
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
Brad is an agent for ABC Holdings of the Mid Atlantic and SE and another unnamed entity, selling life, long-term care, and disability insurance, dedicating minimal time to each. He also spends nearly full-time on Integrity Wealth Management and Maryland Financial Group, Inc., and runs Brad Glickman LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Maryland Financial Group, INC.
NFP Advisor Services, LLC
NFP Advisor Services, LLCBroker
Fsc Securities CorporationBroker
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.