Bryce Holley is a registered investment advisor at LPL Financial LLC, based in Logan, UT, 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
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
488 N Main, Logan, UT, 84321
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 Activities
Bryce is involved with several entities as a DBA for LPL Business, including Zions Wealth Advisors, Nevada State Bank Wealth Advisors, Vectra Wealth Advisors, and others. He also works as a Relationship Manager at Wealth & Fiduciary Services, and his time commitment varies from a few hours per week to full-time across these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations40 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.