Terry Anderson
Terry Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Laguna Hills, CA, with 44 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
23101 Moulton Parkway, Suite 108, Laguna Hills, CA, 92653-1234
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1993Other Business ActivitiesSells Insurance
Terry provides investment advisory services through Laguna Financial Advisory, dedicating about a quarter of his time to this activity. He also works as a non-variable insurance agent and as a FINRA arbitrator, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLCBroker
Laguna Financial Advisory
Previous Registrations
H. Beck, INC.
Grove Point Investments, LLCBroker
Diversified Securities, IncorporatedBroker
State Registrations23 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.