Nathan Smedley is a registered investment advisor at LPL Financial LLC, based in Kennett Square, PA, 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
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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
Kennett Square, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan operates Independence Wealth Management as a DBA for his LPL business and serves as an arbitrator for FINRA, dedicating minimal time to the latter. He also has ownership/partnership roles in several car wash and real estate-related entities, spending about 10-20% of his time on ClearView Enterprise Partners and Top Pair Properties, and minimal time on Jackpot Properties LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations11 states
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