JB
JB

Joe Bryant

45 Years of Experience
Lexington, KY
1 DisclosureBroker

Joe Bryant is a registered investment advisor at LPL Financial LLC, based in Lexington, KY, with 45 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3499 Blazer Pkwy, Ste 354, Ofc 354, Lexington, KY, 40509

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History

Regulatory History (1)
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Employment Separation After Allegations
October 1984
Employment History
Current Registrations
LPL Financial LLC
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLC
September 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - October 2023 · 4 yrs
Robert W. Baird & CO. Incorporated
October 2019 - October 2023 · 4 yrs
J.J.B. Hilliard, W.L. Lyons, LLC
April 2009 - October 2019 · 10 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
April 2009 - October 2019 · 10 yrs 6 mos
Citigroup Global Markets INC.
January 2004 - May 2009 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - May 2009 · 15 yrs 10 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
November 1984 - February 1988 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1980 - October 1984 · 4 yrs 6 mos
State Registrations19 states
ALCACOFLGAILINKSKYMAMEMONCOHSCTNTXVAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.