Leah Waldrip is a registered investment advisor at LPL Enterprise, LLC, based in Valrico, FL, with 23 years of industry experience. Leah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
Valrico, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Fsc Securities Corporation
American General Securities IncorporatedBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Advantage Capital CorporationBroker
Fsc Securities CorporationBroker
Amsouth Investment Services, INC.Broker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
World Group Securities, INC.Broker
Simmers Capital Management CorporationBroker
State Registrations53 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.