HB
HB

Harry Bayard

23 Years of Experience
Plant City, FL
1 DisclosureBrokerSells Insurance

Harry Bayard is a registered investment advisor at LPL Financial LLC, based in Plant City, FL, with 23 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

110 W Reynolds St Ste 202, Plant City, FL, 33563

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2010
Denied
Other Business ActivitiesSells Insurance

Harry operates H.R. Bayard & Associates, LLC as a DBA for his LPL business. He also sells non-variable insurance through H.R. Bayard & Associates, LLC.

Employment History
Current Registrations
LPL Financial LLC
November 2019 - Present · 6 yrs 10 mos
LPL Financial LLCBroker
November 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2019 - November 2019 · 2 mos
Cetera Investment Advisers LLC
October 2015 - December 2019 · 4 yrs 2 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J P Turner & Company Capital Management, LLC
September 2009 - November 2015 · 6 yrs 2 mos
J.P. Turner & Company, L.L.C.Broker
August 2009 - September 2015 · 6 yrs 1 mo
Wells Fargo Advisors, LLC
January 2008 - August 2009 · 1 yr 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2009 · 1 yr 7 mos
A. G. Edwards & Sons, INC.
March 2003 - January 2008 · 4 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
June 2002 - January 2008 · 5 yrs 7 mos
State Registrations12 states
ALAZCTFLGANCNJNYPASCTXVA
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.
Harry Bayard - Financial Advisor | TrueAdvisor