PJ
PJ

Peter Jawidzik

27 Years of Experience
Fort Mill, SC
Broker

Peter Jawidzik is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, 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
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

1055 Lpl Way, Fort Mill, SC, 29715

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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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Employment History
Current Registrations
LPL Financial LLC
March 2018 - Present · 8 yrs 2 mos
LPL Financial LLC
June 2007 - Present · 18 yrs 11 mos
LPL Financial LLCBroker
June 2007 - Present · 18 yrs 11 mos
Previous Registrations
Stratos Wealth Partners, LTD
February 2013 - March 2018 · 5 yrs 1 mo
LPL Financial LLC
April 2012 - February 2013 · 10 mos
Uvest Financial Services Group, INC.Broker
October 2008 - April 2012 · 3 yrs 6 mos
Uvest Financial Services Group, INC.
October 2008 - December 2011 · 3 yrs 2 mos
LPL Financial Corporation
June 2007 - October 2008 · 1 yr 4 mos
Jefferson Pilot Securities CORP
September 2006 - April 2007 · 7 mos
Jefferson Pilot Securities CorporationBroker
January 2000 - April 2007 · 7 yrs 3 mos
Citizens Financial Services INC.Broker
January 1999 - December 1999 · 11 mos
Fidelity Brokerage Services, INC.Broker
January 1998 - March 1998 · 2 mos
State Registrations2 states
NCSC
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.
Peter Jawidzik - Financial Advisor | TrueAdvisor