Lanny Stout is a registered investment advisor at LPL Financial LLC, based in Redlands, CA, 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
300 E State St Ste 530, Redlands, CA, 92373
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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 Registrations9 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.