JG
JG

James Gossett

28 Years of Experience
Champaign, IL
BrokerSells Insurance

James Gossett is a registered investment advisor at LPL Financial LLC, based in Champaign, IL, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2919 Crossing Court, Suite 4, Champaign, IL, 61822

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is a notary public since 2012, dedicating minimal time to this activity. He also operates under the DBA Gossett & Associates Wealth Management Group for his LPL business, spending about a quarter of his time on it. Finally, James is an agent for The Krause Agency selling non-variable insurance, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
January 2001 - Present · 25 yrs 4 mos
LPL Financial LLCBroker
January 2001 - Present · 25 yrs 4 mos
Previous Registrations
Natcity Investments, INC.Broker
July 1998 - January 2001 · 2 yrs 6 mos
Natcity Insurance Services, INC.Broker
June 1997 - January 2001 · 3 yrs 7 mos
State Registrations20 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
James Gossett - Financial Advisor | TrueAdvisor