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Bradley Hill

30 Years of Experience
Wichita, KS
1 DisclosureBroker

Bradley Hill is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 30 years of industry experience. Bradley 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

711 W Douglas Ave, Wichita, KS, 67213

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2020
Denied
Other Business Activities

Bradley operates under the DBA CUA Retirement and Investment Services for his LPL business, dedicating about half of his time to it. He also spends minimal time on KBH iInvestments, with the intention of buying and renting out properties.

Employment History
Current Registrations
LPL Financial LLC
May 2015 - Present · 11 yrs 5 mos
LPL Financial LLCBroker
May 2015 - Present · 11 yrs 5 mos
LPL Financial LLC
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
May 2010 - June 2015 · 5 yrs 1 mo
Cuso Financial Services, L.P.
May 2010 - June 2015 · 5 yrs 1 mo
Edward Jones
February 2007 - May 2010 · 3 yrs 3 mos
Edward JonesBroker
May 2001 - May 2010 · 9 yrs
Chapman Securities, INC.Broker
April 1996 - May 2001 · 5 yrs 1 mo
State Registrations22 states
ARAZCACOCTFLIAKSMEMNMONCNENJNYOHOKORPASCTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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