Bryce Williams
Bryce Williams is a registered investment advisor at LPL Financial LLC, based in Marshalltown, IA, 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
16 East Southridge Road, Unit 1602, Marshalltown, IA, 50158
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Bryce operates under two DBAs for his LPL business: Stratos Wealth Partners and First Wealth Financial Group. These activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
State Registrations12 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.