Ed Samp is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lawrence, KS, 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
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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
4824 Quail Crest Place, Ste E, Lawrence, KS, 66049
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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
Ed operates his LPL business under the DBA "Client First. Financial Advice" and provides investment advisory services through Private Advisor Group. He also works as an agent for non-variable insurance, dedicating minimal time to this activity.