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Paul Hendrickson

26 Years of Experience
Morganfield, KY
1 DisclosureBroker

Paul Hendrickson is a registered investment advisor at LPL Financial LLC, based in Morganfield, KY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

131 East Main Street, Morganfield, KY, 42437

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2012
Settled
Other Business Activities

Paul is involved in several real estate rental businesses, including KLR Investments, LLC, C and H Rental Properties, LLC, Union Co. Storage, and Persimmon Ridge Partners, LLC, dedicating about 10-20% of his time to KLR Investments and minimal time to the others. He also serves as Treasurer for the Methodist Hospital Union County Foundation, spending minimal time on this role.

Employment History
Current Registrations
LPL Financial LLC
December 2013 - Present · 12 yrs 7 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 8 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 8 mos
Previous Registrations
LPL Financial LLC
November 2013 - November 2013 · 0 mos
Wall Street Financial Group, INC
July 2002 - November 2013 · 11 yrs 4 mos
Wall Street Financial Group, INC.Broker
March 2001 - November 2013 · 12 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1999 - March 2001 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
November 1999 - March 2001 · 1 yr 4 mos
State Registrations17 states
ALCAFLGAILINKSKYLAMIMONCOHSCTNVAWA
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.
Paul Hendrickson - Financial Advisor | TrueAdvisor