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BB
CFP · ChFC
BB
CFP · ChFC

Bradley Burnfield

LPL Financial LLC
28 Years of Experience
Granbury, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Burnfield is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Granbury, TX, with 28 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.

LPL Financial LLC
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
—
View Full SEC Brochure

Location

201 West Pearl St, Granbury, TX, 76048

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bradley owns Burnfield Advice Enterprises (for tax/investment purposes), Burnfield Family Farm, and Burnfield Real Estate Enterprises. He also works as an agent for non-variable insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
LPL Financial LLC
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLC
July 1998 - April 2023 · 24 yrs 9 mos
Ameriprise Financial Services, LLCBroker
July 1998 - April 2023 · 24 yrs 9 mos
Ids Life Insurance CompanyBroker
July 1998 - July 2006 · 8 yrs
State Registrations20 states
ALARAZCOCTDCGAIDKYMDMONCNENYOKPATXVTWIWV
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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