Tad Wilson
Tad Wilson is a registered investment advisor at LPL Financial LLC, based in Parkersburg, WV, with 40 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
417 Grand Park Dr., Ste. 102, Parkersburg, WV, 26105
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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 ActivitiesSells Insurance
Tad operates North Bend Wealth Management as a DBA for his LPL business, dedicating about two-thirds of his time to it. He also owns rental property and a farm with horse boarding, and is an insurance producer/agent with Highland Capital Brokerage, Inc., spending minimal time on each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Union Capital Markets CORP.Broker
Prudential Securities IncorporatedBroker
State Registrations27 states
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