Bradley Laczny
Bradley Laczny is a registered investment advisor at LPL Financial LLC, based in Roseville, CA, with 22 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
915 Highland Pt. Drive, Suite 150, Roseville, CA, 95678
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Bradley is a financial advisor at Sierra Ridge Wealth Management, dedicating nearly full-time hours to this role. He also works as an insurance agent selling fixed annuities, life, health, and long-term care insurance, and owns Laczny and Son, a handyman business, dedicating about a quarter of his time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Private Asset Advisors, INC.
Private Asset Group, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Wm Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.