Bradley Ledwith
Bradley Ledwith is a registered investment advisor at LPL Financial LLC, based in Morgan Hill, CA, 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
55 West First Street, Morgan Hill, CA, 95037
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
January 2006Criminal
June 1990Other Business Activities
Bradley is a self-published author, owner of commercial rental property, and acts in a fiduciary capacity for the Ledwith Family Trust. He also dedicates minimal time to transportation services and works as an executive producer.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
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.