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Anita Adams

LPL Financial LLC
30 Years of Experience
Avon, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Anita Adams is a registered investment advisor at LPL Financial LLC, based in Avon, OH, with 30 years of industry experience. Anita 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

36311 Detroit Road, Suite 204, Avon, OH, 44011

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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
January 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anita operates G & C Financial Solutions as a DBA for her LPL business. She also owns rental real estate in Bay Village, OH.

Employment History
Current Registrations
LPL Financial LLC
August 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Lincoln Investment
July 2017 - August 2022 · 5 yrs 1 mo
Legend Advisory, LLC
May 2017 - October 2019 · 2 yrs 5 mos
Lincoln InvestmentBroker
May 2017 - August 2022 · 5 yrs 3 mos
The Huntington Investment CompanyBroker
February 2017 - May 2017 · 3 mos
The Huntington Investment Company
February 2017 - May 2017 · 3 mos
LPL Financial LLC
September 2013 - February 2017 · 3 yrs 5 mos
LPL Financial LLCBroker
September 2013 - February 2017 · 3 yrs 5 mos
Firstmerit Advisors, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Firstmerit Financial Services, INCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Invest Financial Corporation
July 2005 - January 2010 · 4 yrs 6 mos
Invest Financial CorporationBroker
July 2005 - January 2010 · 4 yrs 6 mos
Firstmerit Securities, INC.Broker
March 2004 - July 2005 · 1 yr 4 mos
Banc One Securities Corporation
June 2003 - December 2003 · 6 mos
Banc One Securities CorporationBroker
June 2003 - December 2003 · 6 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - June 2003 · 1 yr 6 mos
Firstar Investment Services,inc.Broker
May 2000 - December 2001 · 1 yr 7 mos
Conseco Securities, INC.Broker
September 1997 - May 2000 · 2 yrs 8 mos
Prudential Securities IncorporatedBroker
January 1996 - August 1997 · 1 yr 7 mos
State Registrations4 states
FLIAOHTN
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.
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Anita Adams - Financial Advisor | TrueAdvisor