Blakely Biederman
Blakely Biederman is a registered investment advisor at LPL Financial LLC, based in Oxnard, CA, with 38 years of industry experience. Blakely is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1000 Town Center Dr Ste 300, Oxnard, CA, 93036-1117
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1997Other Business Activities
Blakely is involved with Blakely G. Biederman, Inc., a business entity for tax/investment purposes, dedicating more than full-time hours to it. Blakely also took a short-term personal loan from his brother.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations20 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.
Exams
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