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Bradley Dijulio

15 Years of Experience
Seattle, WA
Broker

Bradley Dijulio is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 15 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

701 Fifth Avenue #4200, Seattle, WA, 98104

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bradley is a business owner of Blue Bard LLC and Bard's Bench LLC since 2019, and DIJULIO INVESTMENTS LLC for tax/investment purposes. He also operates Brundige Wealth Management and Washington Asset Management as DBAs for his LPL business, dedicating about a quarter of his time and full-time, respectively.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2019 - Present · 6 yrs 9 mos
LPL Financial LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Nbc Securities, INC.Broker
February 2018 - August 2019 · 1 yr 6 mos
Nbc Securities, INC.
February 2018 - August 2019 · 1 yr 6 mos
Nbc Securities, INC.Broker
July 2015 - December 2016 · 1 yr 5 mos
Nbc Securities, INC.
July 2015 - December 2016 · 1 yr 5 mos
Jhs Capital Advisors, LLC
April 2012 - July 2015 · 3 yrs 3 mos
Jhs Capital Advisors, LLCBroker
April 2012 - July 2015 · 3 yrs 3 mos
Paulson Investment Company, INC.
October 2009 - April 2012 · 2 yrs 6 mos
Paulson Investment Company, INC.Broker
July 2009 - April 2012 · 2 yrs 9 mos
State Registrations10 states
AKAZCAFLHIIDKYNCORWA
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.