Andrew Bettinson is a registered investment advisor at LPL Financial LLC, based in Caldwell, ID, with 11 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
Caldwell, ID
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew serves as a Captain and Assistant Air Officer in the Idaho Army National Guard since 2019. He advises the Brigade Commander on aviation matters, dedicating a few hours per week to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
First Command Financial Planning, INC.Broker
State Registrations14 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.