Andrea Henry is a registered investment advisor at LPL Financial LLC, based in Pittsfield, IL, with 17 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
1159 W. Washington St., Pittsfield, IL, 62363
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea is a managing member of her daughters' snow cone business, Henry's Midwest Snowie LLC, dedicating a few hours per week. She also operates Integrity Investments & Financial Services as a DBA for her LPL business, which takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Farm Vp Management CORP.Broker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
State Registrations3 states
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