Andrea Condon
Andrea Condon is a registered investment advisor at LPL Financial LLC, based in Fredericksburg, TX, with 27 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
Fredericksburg, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Andrea owns rental real estate property through Tanglewood Farms and spends minimal time on it. She also operates Tanglewood Family Office as a DBA for her LPL business, runs a floral design business (Tanglewood Wreath Company), provides lifestyle management services (Tanglewood Lifestyle Management), and uses Tanglewood Interests, LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Neuberger Berman, LLCBroker
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.