Rodney Schurg is a registered investment advisor at LPL Financial LLC, based in Lander, WY, with 25 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
405 Main Street, Lander, WY, 82520
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Regulatory History (2)
Customer Dispute
September 2016Customer Dispute
January 2006Other Business Activities
Rodney operates Schurg Financial Services LLC as a DBA for his LPL business, dedicating nearly full-time hours to it. He also has two investment-related real estate rental businesses, Rschurg2 Properties LLC and AR Properties, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Charles Schwab & CO., INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.