Bryan Sarracino
Bryan Sarracino is a registered investment advisor at LPL Financial LLC, based in Albuquerque, NM, 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
8500 Menaul Blvd NE Ste A300, Albuquerque, NM, 87112-2282
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Regulatory History (1)
Criminal
April 1992Other Business ActivitiesSells Insurance
Bryan has a business entity for tax/investment purposes that requires minimal time. He also engages in non-variable insurance activities, which are investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations25 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.