Brad Stainsby
Brad Stainsby is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 11 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1401 South Florida Avenue, Lakeland, FL, 33803
Get directionsHistory
Regulatory History (1)
Regulatory
February 2020Other Business ActivitiesSells Insurance
Brad is involved with Advisor's Excel, OMS Group, and UFC, all investment-related and involving non-variable insurance, dedicating about 10-20% of his time to each. He also has DBAs for his LPL business, Allen & Company of Florida, LLC and Allen & Company, but spends no time on these.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, INC.
Allen & Company of Florida, LLCBroker
State Registrations33 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.
Exams
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