Bret Hartman, financial advisor Sherburne NY
93 score

Bret Hartman

CRD Number: 4502046
Current Firm: Lpl Financial LLC

Bret Hartman (CRD# 4502046) is an Investment Advisor Representative working at Lpl Financial LLC in Sherburne, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
N B T Bank, N. A. Norwich, NY Mar 2013 - Current 3
Lpl Financial, LLC Norwich, NY Oct 2011 - Current 5
Alliance Bank Na Cortland, NY Jun 2010 - Mar 2013 2
Uvest Financial Services Charlotte, NC Jun 2010 - Oct 2011 1
Jpmorgan Chase Bank Na Dewitt, NY Aug 2009 - Jun 2010 < 1
Chase Investment Services Corp Dewitt, NY Aug 2009 - Jun 2010 < 1
Gallery Of Machines LLC Marathon, NY Aug 2006 - Aug 2009 3
Chase Investment Services New York, NY Apr 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Bret A. Hartman
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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