Bridy Oreshack
Bridy Oreshack is a registered investment advisor at LPL Financial LLC, based in La Mesa, CA, 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
7777 Alvarado Rd, Suite 202, La Mesa, CA, 91942
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bridy is involved in several business activities, including non-variable insurance, a DBA for her LPL business, Ingenieux Consulting LLC, real estate rental, Ash Brokerage as a referral agent for non-variable insurance, and La Mesa Bookkeeping, LLC. She dedicates minimal time to the real estate rental and bookkeeping activities, and the time commitment for the other activities is not specified.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations24 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.