Bryan Cuir
Bryan Cuir is a registered investment advisor at LPL Financial LLC, based in Mt. Juliet, TN, with 19 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
2031 N Mt Juliet Rd Ste 200, Mt. Juliet, TN, 37122
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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
Bryan works as an attorney specializing in estate planning through Complete Wealth Preservation, LLC, dedicating about 10-20% of his time. He also operates under two DBAs, Private Advisor Group, LLC and EPM Financial, LLC, spending nearly full-time on these investment-related activities, and dedicates a few hours per week as a financial advisor for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Synovus Securities, INC.
Synovus Securities, INC.Broker
State Registrations9 states
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