Peter Workman
Peter Workman is a registered investment advisor at LPL Financial LLC, based in Norfolk, VA, 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
500 East Main St Ste #1110, Norfolk, VA, 23510-2300
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Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Peter operates under the DBA Lineage Wealth Management since 2005. He is also a Managing Partner at American Business Services, selling non-variable insurance, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 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.