Bradford Felger is a CFA-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 5 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
3223 8th St. Ste 203, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradford operates his LPL business through Stratos Wealth Partners and dedicates full-time hours to it. He also runs Bradford M Felger, CPA, LLC, a tax preparation/accounting/CPA business, taking about 10-20% of his time, and Felger Financial Services, LLC, a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations4 states
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