Carson Spangler
Carson Spangler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lancaster, PA, with 26 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
1525 Oregon Pike, Suite 1902, Lancaster, PA, 17601
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 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
LPL Financial LLCBroker
Previous Registrations
The Investment Center, INC.Broker
Cadaret, Grant & CO., INC.Broker
Lincoln Financial Securities CorporationBroker
The Advisors Group, INC.Broker
State Registrations14 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.