Peter Carmack is a CFA-designated registered investment advisor at LPL Financial LLC, based in Lees Summit, MO, 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
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
Lees Summit, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peter operates Carmack Capital Management, LLC as a DBA for his LPL business, dedicating about a quarter of his time. He also works for Keen Technologies and serves as a for-profit board member for Keen Tech, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
H&r Block Financial Advisors, INC.Broker
State Registrations24 states
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