Bryan Pecherek
Bryan Pecherek is a registered investment advisor at LPL Financial LLC, based in Chalfont, PA, 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
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
335 W Butler Ave, Chalfont, PA, 18914
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Regulatory History (1)
Customer Dispute
July 2013Other Business Activities
Bryan umpires high school baseball games, dedicating a few hours per week to the Pennsylvania Interscholastic Athletic Association Inc. He also operates under the DBA New Britain Financial Advisors for his LPL business and is a panel member for AssetMark Inc., spending minimal time on this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 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.