Randal Westerman is a registered investment advisor at LPL Financial LLC, based in Rushville, IL, with 23 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
116 S. Congress St., Rushville, IL, 62681
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randal operates under the DBA First Investment Services for his LPL business. He also has ownership stakes in several real estate rental properties, dedicating minimal time to these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Uvest Financial Services Group, INC.Broker
Edward JonesBroker
State Registrations36 states
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