Emerson Fersch
Emerson Fersch is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in St George, UT, 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
169 W 2710 S Cir Ste 201E, St George, UT, 84790
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Emerson is the owner of an insurance agency since 1995, dedicating minimal time. He also operates his LPL business through Capital Investment Advisers, LLC, spending nearly full-time hours on it, and subleases office space for real estate rental, which takes no time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Sentra Securities CORP
Sentra Securities CorporationBroker
United Pacific Securities, INC.Broker
Mariner Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations27 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.