Andrew Ruzicka is a CFP-designated registered investment advisor at LPL Financial LLC, based in Trenton, IL, with 22 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
104 E Broadway, Trenton, IL, 62293
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates a private wealth management business under a DBA in St. Louis, MO, since 2006. He also uses Cornerstone Financial Group, Inc. as a DBA for his LPL business, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PFS Investments INC.Broker
State Registrations33 states
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