Tobin Anderson is a registered investment advisor at LPL Financial LLC, based in Gainesville, GA, with 25 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
605 Green Street, Gainesville, GA, 30501
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Tobin provides investment advisory services through IFG Advisory, LLC, spending full-time on this activity. He also operates under the DBAs Strong, Gaddy, Lee, Wealth Management and SGL Wealth Management for his LPL business, dedicating full-time hours to these activities as well.
Employment History
Current Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLCBroker
Previous Registrations
Arista Advisory Group, LLC
LPL Financial LLC
Edward Jones
Edward JonesBroker
Pacific Select Distributors, LLCBroker
Ing Investments Distributor, LLCBroker
Carey Financial, LLCBroker
Wells Investment Securities,inc.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations6 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.