RG
RG
Richard Gerbracht
18 Years of Experience
Bay Village, OH
1 DisclosureBroker
Richard Gerbracht is a registered investment advisor at LPL Financial LLC, based in Bay Village, OH, 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
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
Bay Village, OH
Get directionsHistory
Regulatory History (1)
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Criminal
October 1985Final Disposition
Employment History
Current Registrations
LPL Financial LLC
June 2012 - Present · 13 yrs 11 mos
LPL Financial LLCBroker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Edward Jones
June 2007 - June 2012 · 5 yrs
Edward JonesBroker
May 2007 - June 2012 · 5 yrs 1 mo
State Registrations2 states
FLOH
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.