Brian Bishop
Brian Bishop is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hudson, OH, 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
5697 Darrow Road, Hudson, OH, 44236
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Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Brian operates Bishop Financial Advisors as a DBA for his LPL business and provides tax preparation services through Bishop Tax Service. He also owns Vice Versa LLC, Bishop Real Estate 1 LLC, and Happy Together, LLC, dedicating minimal time to non-variable insurance sales and real estate activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Ffp Advisory Services INC
Ffp Securities, INC.Broker
State Registrations29 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.