Andrew Beshuk
Andrew Beshuk is a registered investment advisor at LPL Financial LLC, based in Jefferson City, MO, 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
3218 W Edgewood Dr; Ste 1200, Jefferson City, MO, 65109
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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
Andrew operates Providence Financial, LLC as a DBA for his LPL business. He also works as a non-variable insurance agent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Providence Financial
Global Financial Private Capital, LLC
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
1717 Capital Management CompanyBroker
1717 Capital Management Company
Nationwide Securities, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations22 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.