Bradley Geise
Bradley Geise is a registered investment advisor at LPL Financial LLC, based in Winter Park, FL, with 21 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
1870 Aloma Avenue Suite 120, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Bradley operates Geise Financial, LLC as a DBA for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities through Geise Financial, LLC, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aegis Capital CORP.
Aegis Capital CORP.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Perrott, Mather & Gilday, INC.Broker
Empire Financial Group, INC.Broker
State Registrations1 state
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.