Andrew Williams
Andrew Williams is a registered investment advisor at LPL Financial LLC, based in Salina, KS, 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
131 N Santa Fe Ave, Ste 120, Salina, KS, 67401
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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 is the owner of Centric Wealth Management, LLC, offering securities and investment advisory services, dedicating about a quarter of his time. He also sells fixed annuities, long-term care, and life/health insurance, also dedicating about a quarter of his time, and coaches youth basketball, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations17 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.