Betty Andrews
Betty Andrews is a registered investment advisor at LPL Financial LLC, based in Elon, NC, with 33 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
Elon, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Betty operates under the DBA Betty Andrews Investment Management for her LPL business and owns multiple rental real estate properties. She also engages in non-variable insurance activities, dedicating minimal time to these endeavors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Ncf Financial Services, INC.Broker
Ncf Financial Services, INC.
Invest Financial Corporation
Invest Financial CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
State Registrations19 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.