Donald Ledford is a registered investment advisor at LPL Financial LLC, based in Anniston, AL, with 39 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
1302 Noble St Suite 3H, Anniston, AL, 36201
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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.
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Donald operates Don Ledford Associates, LLC as a DBA for his LPL business. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Sterne Agee Asset Management, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Sterne Agee Investment Advisors, INC.
Sterne Agee Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Liberty Securities CorporationBroker
Southtrust Securities, LLCBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 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.