Ann Wilson is a registered investment advisor at LPL Financial LLC, based in Beavercreek, OH, with 24 years of industry experience. Ann 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
3610 Pentagon Blvd., Beavercreek, OH, 45431
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Ann owns rental property in Xenia, OH, since 2020, dedicating minimal time to it. The activity involves renting property to her daughter and is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Westminster Financial Securities, INC.Broker
Edward JonesBroker
UBS Painewebber INC.Broker
State Registrations1 state
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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