Elizabeth Bryan
Elizabeth Bryan is a registered investment advisor at LPL Financial LLC, based in Montgomery, AL, with 27 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
418 Madison Ave, Montgomery, AL, 36104
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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 ActivitiesSells Insurance
Elizabeth works as a private banker at Guardian Credit Union since 2017 and operates under Guardian Wealth Management as a DBA for LPL business since 2017, dedicating about half her time. Since 2020, Elizabeth is also an insurance producer with Alpha Solutions, selling non-variable insurance, dedicating about half her time overall but only a minimal amount of time during securities trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Synovus Securities, INC.
Synovus Securities, INC.Broker
Amsouth Investment Services, INC.Broker
State Registrations3 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.