Curt Pederson
Curt Pederson is a registered investment advisor at LPL Financial LLC, based in Issaquah, WA, 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
Issaquah, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business ActivitiesSells Insurance
Curt is an independent insurance broker with Mass Mutual, Blue Cross/Blue Shield, and Regence. He also makes referrals for group insurance business and group health, LTC, and DI insurance, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations22 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.