LA
LA

Lars Anderson

32 Years of Experience
Winter Park, FL
1 DisclosureBroker

Lars Anderson is a registered investment advisor at LPL Financial LLC, based in Winter Park, FL, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

120 S Park Ave, Winter Park, FL, 32789

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2009
Denied
Other Business Activities

Lars operates under the DBA Anderson Wealth Services for his LPL business. This activity, conducted at the reported branch location, is investment-related and takes nearly all of his time.

Employment History
Current Registrations
LPL Financial LLC
November 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
November 2022 - Present · 3 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2009 - November 2022 · 13 yrs 8 mos
Raymond James Financial Services
April 2005 - October 2009 · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2003 - November 2022 · 19 yrs 1 mo
UBS Financial Services INC.Broker
May 1998 - October 2003 · 5 yrs 5 mos
UBS Financial Services INC.
May 1998 - October 2003 · 5 yrs 5 mos
Smith Barney INC.Broker
August 1993 - June 1998 · 4 yrs 10 mos
State Registrations15 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.