Wesley Sadler is a CFP-designated registered investment advisor at LPL Financial LLC, based in Albany, GA, with 24 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
2531 Lafayette Plaza Dr Ste C, Albany, GA, 31707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wesley operates Sadler Retirement, an investment-related DBA for his LPL business, dedicating full-time hours. He also works as a tennis coach at Sherwood Christian Academy, spending about 20% of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
State Registrations11 states
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