Walter Jamison
Walter Jamison is a registered investment advisor at LPL Financial LLC, based in Lawrence, KS, 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
4910 Corporate Centre Drive, Suite 101, Lawrence, KS, 66047
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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 ActivitiesSells Insurance
Walter is involved in several business activities, including DM Bruce Associates LLC (a tax/investment entity taking nearly full-time), finishing and selling tables, Legal Shield (attorney/legal services), DMBRUCE Wealth Solutions (DBA for LPL business), Walter E Jamison (selling insurance), and DM Bruce Owner Solutions (tax prep/accounting). Walter spends minimal time on selling insurance and Legal Shield.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Tfs Securities, INC.Broker
State Registrations2 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.