Bryant Taylor
Bryant Taylor is a CFP-designated registered investment advisor at LPL Financial LLC, based in Park Ridge, IL, with 17 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
1300 Higgins Rd Ste 218, Park Ridge, IL, 60068
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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
Bryant sells non-variable insurance, property, and casualty insurance, dedicating about 10-20% of his time to non-variable insurance and minimal time to property and casualty insurance. He also works with Integrated Financial Concepts, BT Wealth Management LLC, and IFC Tax Strategies, spending full-time hours on BT Wealth Management LLC and about half his time on Integrated Financial Concepts.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations11 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.