Andrea Beegle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edgewater, MD, with 6 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
3168 Braverton St, 4th Fl, Compass Wealth Strategies LLC, Edgewater, MD, 21037-7960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea operates Compass Wealth Strategies, LLC as a DBA for her LPL business, dedicating nearly full-time hours to it. She also serves as a board member for the YWCA of Annapolis and Anne Arundel County, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations6 states
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