James Edelmann is a CFA-designated registered investment advisor at LPL Financial LLC, based in Romeo, MI, with 15 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
167 S. Main Street Suite 1, Romeo, MI, 48065
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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.
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James operates Tarr Financial as a DBA for his LPL business, conducted at his reported business location(s). This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sentinus, LLC
Halo Securities, LLCBroker
Regulus Financial Group, LLCBroker
Incapital LLCBroker
Incapital Distributors LLCBroker
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations1 state
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.