Brad Stainsby
Brad Stainsby is a registered investment advisor at LPL Financial LLC, based in Lakeland, FL, with 10 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
1401 South Florida Avenue, Lakeland, FL, 33803
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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.