Drew Dimond is a CFP-designated registered investment advisor at LPL Financial LLC, based in Carmel, IN, 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
10401 North Meridian St 225, Carmel, IN, 46290
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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
Drew operates under the DBA Dimond Financial Advisors for his LPL business. He also has a business entity, DFG LLC, for tax/investment purposes, and sells non-variable insurance products, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Reserarch, INC.
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations6 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.