Ann Wilson is a registered investment advisor at LPL Financial LLC, based in Beavercreek, OH, with 24 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
3610 Pentagon Blvd., Beavercreek, OH, 45431
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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.