JB
JB

John Bradford

14 Years of Experience
Farmington Hills, MI
BrokerSells Insurance

John Bradford is a registered investment advisor at LPL Financial LLC, based in Farmington Hills, MI, 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
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

31731 Northwestern Hwy, Ste 151W, Farmington Hills, MI, 48334

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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 ActivitiesSells Insurance

John sells fixed disability, accident, health, life, and long-term care insurance and fixed annuities since 2012, taking about half his time. Since 2020, he has also been involved in non-variable insurance activities, dedicating a few hours per week, with a portion of that time during securities trading hours.

Employment History
Current Registrations
LPL Financial LLC
January 2016 - Present · 10 yrs 6 mos
LPL Financial LLC
July 2012 - Present · 14 yrs
LPL Financial LLCBroker
July 2012 - Present · 14 yrs
Previous Registrations
New England SecuritiesBroker
December 2011 - July 2012 · 7 mos
State Registrations9 states
AKGAMAMIMONYPASCTX
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.