Lanny Stout is a registered investment advisor at LPL Financial LLC, based in Redlands, CA, with 40 years of industry experience. Lanny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
300 E State St Ste 530, Redlands, CA, 92373
Get directionsHistory
Regulatory History (1)
Regulatory
August 1994Other Business Activities
Lanny works full-time as a registered representative for Stout Payne Waner since 2016. He also has a DBA for LPL business under Matson Waner Wealth Management since June 2023, but spends no time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Sentra Securities CORP
Sentra Securities CorporationBroker
The Perkins GroupBroker
Kavanaugh Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations10 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.
Exams
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