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Susan Frybarger

LPL Financial LLC
28 Years of Experience
Shreveport, LA
1 DisclosureBrokerSells Insurance
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Susan Frybarger is a registered investment advisor at LPL Financial LLC, based in Shreveport, LA, with 28 years of industry experience. Susan 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Shreveport, LA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Susan operates Frybarger Investment Services, LLC as a DBA for her LPL business. She is also a non-variable insurance agent, dedicating about a quarter of her time to this activity.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
May 2011 - July 2021 · 10 yrs 2 mos
Waddell & ReedBroker
April 2011 - July 2021 · 10 yrs 3 mos
Edward Jones
January 2007 - February 2011 · 4 yrs 1 mo
Edward JonesBroker
August 2005 - February 2011 · 5 yrs 6 mos
Chase Investment Services CORP.Broker
July 2005 - August 2005 · 1 mo
Banc One Securities CorporationBroker
November 1997 - July 2005 · 7 yrs 8 mos
State Registrations8 states
ARAZFLGAKSLANETX
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.
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