Raymond Weigand is a registered investment advisor at LPL Financial LLC, based in Tucson, AZ, 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
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
Tucson, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business Activities
Raymond operates under the DBA Weigand Financial Group since 2009. He also has Raymond Weigand, PLLC, a business entity for tax/investment purposes only, taking nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.