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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. Paul 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.

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
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Estimated Annual Fee
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Location

131 East Main Street, Morganfield, KY, 42437

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History

Regulatory History (1)
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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 10 mos
LPL Financial LLC
November 2013 - Present · 12 yrs 11 mos
LPL Financial LLCBroker
November 2013 - Present · 12 yrs 11 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 Registrations18 states
ALCAFLGAILINKSKYLAMIMONCNYOHSCTNVAWA
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.