Andrew Dalrymple is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charleston, SC, with 19 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
4962 Centre Pointe Drive, Charleston, SC, 29418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates under the DBA South State Investment Services for his LPL business, dedicating full-time hours to it. He also has a role at South State Wealth: Trust, requiring minimal time, and owns Horseshoe Hollow LLC, a short-term rental property, also requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sorrento Pacific Financial, LLC
Uvest Financial Services Group, INC.
First Southeast Investor Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.