Bradford Clinard is a CFP-designated registered investment advisor at LPL Financial LLC, based in High Point, NC, 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
212 W Lexington Ave, Ste 101, High Point, NC, 27262
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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.
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Bradford operates under several DBAs, including Clinard Financial and High Point Financial Design, primarily related to his investment advisory services through LPL Financial and NewEdge Advisors LLC. These activities take up nearly all of Bradford's time.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations12 states
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