James Hendrick is a registered investment advisor at LPL Financial LLC, based in Dallas, TX, with 7 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
13155 Noel Rd 9th Floor, 3 Galleria Tower, Dallas, TX, 75240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates Hendrick Financial Group as a DBA for his LPL business, dedicating about a quarter of his time. He also owns Kyle Hendrick Ranch, raising cattle, and spends nearly full-time hours on tax preparation and accounting with Milbern Ray & Company LLP.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Financial Network Investment CorporationBroker
State Registrations1 state
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