James Driskell is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Birmingham, AL, with 43 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
2153 Riverchase Office Rd, Birmingham, AL, 35244
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James operates Driskell-Gray, Inc. as a DBA for his LPL business. He also owns Driskell CPA Firm PC, dedicating nearly full-time hours to tax preparation, accounting, and CPA services, and has two business entities, DPR, LLC and James Driskell CPA PC, for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
James E Driskell, CPA
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Equity Services, INC.Broker
Nml Equity Services, INC.Broker
State Registrations2 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.