Judith Blaising
Judith Blaising is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 33 years of industry experience. Judith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
8080 N. Central Expy, Ste 1700, Dallas, TX, 75206
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2009Customer Dispute
August 2005Regulatory
May 1997Other Business ActivitiesSells Insurance
Judith owns Armor Financial Group Inc for tax/investment purposes, spending minimal time. She also offers non-variable insurance products and spends minimal time on this activity, and is a partner in a family estate planning/legal entity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations7 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.
Exams
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