Breandan Kelly is a registered investment advisor at LPL Financial LLC, based in Fort Myers, FL, with 14 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
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Breandan operates under several DBAs for his LPL business, including Gladstone Advisors, Fort Myers Wealth Management Group, and 365 Wealth Partners, dedicating minimal time, full-time, and about a quarter of his time respectively. He also works with 365 Tax Partners, providing tax preparation and accounting services, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Summit Brokerage Services, INC.Broker
Fifth Third Securities, 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.