Curtis Willardson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lehi, UT, with 38 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
Lehi, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2014Other Business Activities
Curtis is involved with Curtis Willardson Investments, LLC (business entity for tax/investment purposes), Willardson Asset Protection Trust (trustee), and Willy Fam, L.L.C. (real estate rental). He also works full-time for Summit Point Wealth Management as a DBA for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Beneficial Investment Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Advantage Capital CorporationBroker
Travelers Equities Sales, INC.Broker
Princor Financial Services CorporationBroker
Nylife Securities INC.Broker
State Registrations3 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.