Bret PtackCRD Number: 6026477
Current Firm: Lpl Financial LLC
Bret Ptack (CRD# 6026477) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Petersburg, FL and has over 2 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Bank Of America, N.a.||Saint Petersburg, FL||Feb 2016 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Saint Petersburg, FL||Feb 2016 - Current||< 1|
|Usaa Financial Advisors, Inc.||Tampa, FL||Feb 2015 - Feb 2016||1|
|Usaa Financial Planning Services||Tampa, FL||Feb 2015 - Feb 2016||1|
|Lpl Financial||Tampa, FL||Nov 2013 - Feb 2015||1|
|The Bank Of Tampa||Tampa, FL||Nov 2013 - Feb 2015||1|
|Florida Investment Advisors||Tampa, FL||Feb 2012 - Oct 2013||1|
|The Bank Of Tampa||Tampa, FL||Jan 2011 - Feb 2012||1|
|Unemployed||Tampa, FL||Oct 2010 - Jan 2011||< 1|
|Us Marine Corps||Tampa, FL||Jan 2010 - Oct 2010||< 1|
|Unemployed||Tampa, FL||Aug 2009 - Jan 2010||< 1|
|Hertz||Tampa, FL||Feb 2009 - Aug 2009||< 1|
|Emerald Green Golf Resort||Winter Haven, FL||May 2008 - Feb 2009||< 1|
|Fl Press Association||Gainsville, FL||Jan 2006 - Dec 2008||2|
|Florida State University||Gainsville, FL||May 2003 - Apr 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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