W. Curzon is a CFP-designated registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 34 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
6075 Poplar Ave., Suite 900, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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W. operates Simmons Investment Services as a DBA for their LPL business and is a Program Manager/Director of Investment Services at Simmons Bank, dedicating minimal time to the latter. W. also owns rental real estate in Bentonville, AR, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
VALIC Financial Advisors, INC.
Simmons First Investment Group, INC.Broker
Simmons First Investment Group, INC.
VALIC Financial Advisors, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
The Variable Annuity Marketing CompanyBroker
Brokers Transaction Services, INC.Broker
Reed Securities Company, INC.Broker
State Registrations6 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.