Bruce Bevins is a registered investment advisor at LPL Financial LLC, based in Matthews, NC, with 26 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
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bruce is the CEO and owner of Bdubz Clubs LLC, a golf equipment repair and fitting business, since February 2024. He spends a few hours per week on this activity, with minimal time during trading hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
First Union Brokerage Services, INC.Broker
State Registrations34 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.