Craig Tibbitts
Craig Tibbitts is a registered investment advisor at LPL Financial LLC, based in Idaho Falls, ID, with 27 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
1601 Antler Dr, Idaho Falls, ID, 83404
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig operates Tibbittss Wealth Management, LLC as a DBA for his LPL business, dedicating about half of his time. He also serves as the Bonneville Country Treasurer and sells property and casualty insurance through Alpine Castle Lake Insurance, spending a few hours per week on the latter. Finally, Craig is a notary.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Spc
Parkland Securities, LLCBroker
Zions Capital Advisors, INC.
Zions Direct, INC.Broker
Edward JonesBroker
Wma Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
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.