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CFP

Carson Spangler

LPL Financial LLC
26 Years of Experience
Lancaster, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Carson Spangler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lancaster, PA, with 26 years of industry experience. Carson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1525 Oregon Pike, Suite 1902, Lancaster, PA, 17601

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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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Other Business ActivitiesSells Insurance

Carson owns Aqua Premier Auto Wash, dedicating about 10-20% of his time. He also operates Lancaster Financial Group as a DBA for his LPL business full-time and is involved with Iag, Inc. selling non-variable insurance products, dedicating about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
Previous Registrations
The Investment Center, INC.Broker
May 2021 - March 2025 · 3 yrs 10 mos
Cadaret, Grant & CO., INC.Broker
July 2012 - May 2021 · 8 yrs 10 mos
Lincoln Financial Securities CorporationBroker
February 2001 - August 2012 · 11 yrs 6 mos
The Advisors Group, INC.Broker
November 1999 - December 2000 · 1 yr 1 mo
State Registrations15 states
CADEFLMDNCNJNYOHPASCTXUTVAWAWV
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.
More Advisors
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