Andrew Gift
Andrew Gift is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denver, CO, 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
Denver, CO
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2006Customer Dispute
March 1995Other Business ActivitiesSells Insurance
Andrew operates his LPL business under the DBA A.G. Financial Services Inc. He also owns 309 Properties, LLC, a real estate rental business, and provides tax preparation services, dedicating minimal time to the latter. Furthermore, Andrew sells life insurance and fixed annuities, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Multi-Financial Securities Corporation
A.G. Financial Services
Multi-Financial Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
State Registrations21 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.