Bret Anderson
Bret Anderson is a registered investment advisor at LPL Financial LLC, based in Queen Creek, AZ, with 18 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
150 W Combs Rd, Queen Creek, AZ, 85140
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Regulatory History (2)
Customer Dispute
March 2018Customer Dispute
May 2016Other Business ActivitiesSells Insurance
Bret is an agent for Mountain America Insurance Services selling non-variable insurance and fixed annuities since 2006, dedicating a few hours per week. He also operates under the DBA Mountain America Investment Services for his LPL business, spending about a quarter of his time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Xcu Capital Corporation, INC.Broker
State Registrations22 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.