Geoff Lanfear
Geoff Lanfear is a registered investment advisor at LPL Financial LLC, based in Boise, ID, 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
1087 W River St Ste 320, Boise, ID, 83702-9108
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2007Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Geoff services and occasionally sells health insurance, dedicating minimal time to this. He also owns several commercial and residential real estate rental properties and Shoreline Mortgage, Inc, where several loan officers originate loans.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations26 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.