Todd Simpson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sherman, TX, with 21 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
805 N Travis St Ste 100, Sherman, TX, 75090
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Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Todd operates his LPL business through Simpson Financial Services Inc., dedicating full-time hours. He also spends minimal time per month on North Texas Cheer, which is not investment related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
Edward JonesBroker
State Registrations18 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.