Raymond Vanzandt is a registered investment advisor at LPL Financial LLC, based in Annapolis, MD, 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
Annapolis, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Raymond is the owner and tax preparer at Vanzandt Associates since 1972, dedicating about 10-20% of his time. He is also the Boys Varsity Golf Coach at Arch Bishop Spalding High School, spending about 10-20% of his time, and operates under DBAs for his LPL business, EPA Wealth Advisors and EPE Wealth Advisors, dedicating full-time hours to EPE Wealth Advisors.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
State Registrations8 states
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