Calvin Neeman is a registered investment advisor at LPL Financial LLC, based in Columbia, IL, 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
1000 Eleven S, Ste 3D, Columbia, IL, 62236
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Regulatory History (1)
Customer Dispute
August 1999Other Business Activities
Calvin operates his LPL business through Triada Advisors and Cornerstone Wealth Portfolios. He is also a Registered Investment Advisor Hybrid with Cornerstone Wealth Management LLC and provides tax preparation services through Triada Tax Consultants, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cornerstone Wealth Management, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations39 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.