BI
BI

Bradley Isroff

21 Years of Experience
Little Rock, AR
Broker

Bradley Isroff is a registered investment advisor at LPL Financial LLC, based in Little Rock, AR, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10720 N Rodney Parham Rd #B4, Little Rock, AR, 72212-4177

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley acts as a successor trustee for his parents, Richard and Suzanne Isroff, dedicating minimal time to this role. He also operates under the DBA NetWorth Financial, Inc. for his LPL business, spending about a quarter of his time on this activity.

Employment History
Current Registrations
LPL Financial LLC
January 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
May 2004 - Present · 22 yrs
Previous Registrations
Cwm, LLC
February 2014 - January 2017 · 2 yrs 11 mos
LPL Financial LLC
July 2004 - April 2014 · 9 yrs 9 mos
State Registrations13 states
ALARGAIAILINLANCNVOHOKTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.