Anita Adams is a registered investment advisor at LPL Financial LLC, based in Avon, OH, with 29 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
36311 Detroit Road, Suite 204, Avon, OH, 44011
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Regulatory History (1)
Customer Dispute
January 2004Other 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
LPL Financial LLCBroker
Previous Registrations
Lincoln Investment
Legend Advisory, LLC
Lincoln InvestmentBroker
The Huntington Investment CompanyBroker
The Huntington Investment Company
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Firstmerit Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations4 states
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.