Rodney Schurg is a registered investment advisor at LPL Financial LLC, based in Lander, WY, with 26 years of industry experience. Rodney 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
405 Main Street, Lander, WY, 82520
Get directionsHistory
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.
Exams
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