Bradley Sova is a registered investment advisor at LPL Financial LLC, based in Marco Island, FL, with 28 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
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley owns a rental condo in Florida, spending minimal time sending leases and collecting rent. He also serves as Vice President/Financial Consultant on the DFCU Retirement Plan Investment Committee, attending semi-annual meetings and voting on plan proposals, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Abn Amro Financial Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Olde Discount CorporationBroker
Olde Discount CorporationBroker
State Registrations32 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.