Bryce Unck is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, 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
1408 N Washington Ave Ste 238, Dallas, TX, 75204
Get directionsHistory
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
Bryce is involved in several business activities, including The Retire Guys LLC (for tax and investment purposes), American Retirement Solutions LLC (DBA for LPL business, taking about half of Bryce's time), and Labor Wealth (DBA for LPL business, requiring significantly more than full-time commitment). Bryce also engages in non-variable insurance activities, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cls Investments, LLC
Northern Lights Distributors, LLCBroker
State Registrations14 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.