Andrew Dunbar is a registered investment advisor at LPL Financial LLC, based in Solomons, MD, with 29 years of industry experience. Andrew 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
14580 S Solomons Island Rd, Unit 1, Solomons, MD, 20688
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2006Other Business Activities
Andrew operates Aubin Dunbar Wealth Management as a DBA for his LPL business. He also works as a freelance musician, dedicating a few hours per week, and manages Aubin Dunbar Group LLC for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
Crestar Securities CorporationBroker
Wheat, First Securities, INC.Broker
State Registrations19 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.
Exams
More Advisors
- Paul AubinLPL Financial LLC