Lamar Simpson
Lamar Simpson is a registered investment advisor at LPL Financial LLC, based in Sacramento, CA, with 24 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
2277 Fair Oaks Blvd, Ste 425, Sacramento, CA, 95825
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2024Criminal
October 1992Other Business ActivitiesSells Insurance
Lamar operates under two DBAs for his LPL business: McHarg & Associates Wealth Planning since 2015 and Simpson Wealth Planning since 2017, dedicating about a quarter of his time to the latter. He also owns Sheepdog Defensive Training, where he trains people on firearms safety and concealed carry permits, and sells concealed carry liability insurance through USCCA, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
Foothill Securities, INC.Broker
Foothill Securities, INC.
E*trade Advisory Services, INC.
E*trade Securities LLCBroker
American Century Brokerage, INC.Broker
State Registrations17 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.