Bruce Berry is a registered investment advisor at LPL Financial LLC, based in Novi, MI, 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
41875 West 11 Mile Rd, Ste 205, Novi, MI, 48375
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2024Customer Dispute
March 2009Regulatory
September 2002Customer Dispute
April 2001Other Business Activities
Bruce operates his LPL business through Genesis Financial Partners. He also has interests in Berry & Maas Consulting, Inc, MMRB Holdings, LLC (real estate rental), and BB Advisors Inc, dedicating minimal time to each except BB Advisors Inc, which takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Sky Investments, INC.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 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.