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Bradley Elshere

27 Years of Experience
Clark, SD
BrokerSells Insurance

Bradley Elshere is a registered investment advisor at LPL Financial LLC, based in Clark, SD, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

113 N. Commercial, Clark, SD, 57225

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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 is an Investment Center Advisor Group DBA for LPL business, dedicating full-time hours. He is also the owner and president of Elshere Financial, LLC, a business entity for tax/investment purposes only, requiring minimal time. Additionally, Bradley works as a non-variable insurance agent, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Investment Centers of America, INC.
February 2004 - November 2017 · 13 yrs 9 mos
Investment Centers of America, INC.Broker
December 1998 - November 2017 · 18 yrs 11 mos
State Registrations13 states
ALAZCACOFLMNMONDNESDTXVAWY
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.