Bryan Neill is a registered investment advisor at LPL Financial LLC, based in Greenville, SC, 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
2101 Woodruff Rd, Greenville, SC, 29607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bryan owns Westview Enterprises, LLC (real estate rental) and spends about 10-20% of his time on it. He also owns Watch Depot, LLC (ecommerce), Chaos Technology (software development), Applied Concepts Enterprises, Ltd Co (tax/investment purposes), and United Community Advisors (DBA for LPL business, taking nearly full-time).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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