Peter Fredericks is a registered investment advisor at LPL Financial LLC, based in Lunenburg, MA, with 25 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
603 Massachusetts Ave, Lunenburg, MA, 01462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Edward JonesBroker
Edward Jones
Putnam Investment Management, LLC
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations17 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.