Brad Burckel is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, with 11 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
2815 W SW Loop 323, Tyler, TX, 75701
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Regulatory History (1)
Criminal
July 2002Other Business Activities
Brad operates Altra Financial Advisors as a DBA for his LPL business, focusing on retirement and wealth management. He also works as a sports official, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
State Registrations8 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.