AA
CFP · ChFC
AA
CFP · ChFC

Adrian Albidress

41 Years of Experience
Bel Air, MD
BrokerSells Insurance

Adrian Albidress is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Bel Air, MD, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Bel Air, MD

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adrian operates Albidress Financial as a DBA for his LPL business and is the President and Primary Agent for Albidress-Sanderson Agency Inc, an insurance agency. He also teaches at Harford and Cecil Community Colleges, dedicating about a quarter of his time to Albidress Financial and minimal time to teaching.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Nationwide Securities, LLC
August 2008 - November 2017 · 9 yrs 3 mos
Nationwide Securities, LLCBroker
August 2008 - November 2017 · 9 yrs 3 mos
1717 Capital Management Company
May 2008 - August 2008 · 3 mos
1717 Capital Management CompanyBroker
February 2007 - August 2008 · 1 yr 6 mos
Nationwide Securities, INC.Broker
February 1993 - May 2007 · 14 yrs 3 mos
Nationwide Advisory Services, INC.Broker
November 1989 - September 1991 · 1 yr 10 mos
Equico Securities, INC.Broker
February 1983 - March 1989 · 6 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
February 1983 - March 1989 · 6 yrs 1 mo
State Registrations10 states
ALCADEFLMDNJOHPATXWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.