Todd Gleason is a registered investment advisor at LPL Financial LLC, based in Denver, CO, 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
2373 Central Park Blvd., Suite 100, Office #4, Denver, CO, 80238
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Regulatory History (1)
Customer Dispute
March 2024Other Business Activities
Todd operates under several DBAs for his LPL business: Wealth Management Systems, Inc., Gleason Capital Advisors, and Iron Arrow Strategies. While the first two require minimal time, Iron Arrow Strategies takes about half of Todd's time, with a few hours per week spent during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Banc One Securities CorporationBroker
Investment Centers of America, INC.Broker
Fortis Investors, INC.Broker
State Registrations13 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.