James Kresge
James Kresge is a registered investment advisor at LPL Financial LLC, based in Clarks Summit, PA, 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
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
200 Abington Executive Park, Suite 207, Clarks Summit, PA, 18411
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Regulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
James sells non-variable insurance, dedicating a few hours per week to this activity. He is also a firefighter and the founder of a networking group, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
Sunamerica Securities, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations10 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.