Bryan Roberts
Bryan Roberts is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Philadelphia, PA, 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
2068 Red Lion Road, Philadelphia, PA, 19115
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2012Customer Dispute
July 2011Customer Dispute
January 2011Customer Dispute
January 2009Other Business Activities
Bryan operates under the DBA American Heritage Investment & Retirement Center at his reported business location, which is related to his LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
MML Investors Services, INC.Broker
State Registrations21 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.