Andrea Pease
Andrea Pease is a registered investment advisor at LPL Financial LLC, based in Northborough, MA, 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
9 Monroe St, Unit #2, Northborough, MA, 01532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea operates her LPL business through Professional Investors Network, LLC and ProEast Asset Management, LLC (full-time). She also sells non-variable insurance products, including life, health, disability, long-term care, fixed annuities, and group benefits, dedicating a few hours per week. Additionally, Andrea is involved with real estate rental through APKH Properties, LLC and several entities for tax/investment purposes, each requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Jefferson Pilot Securities CorporationBroker
State Registrations39 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.