Anne Salick is a registered investment advisor at LPL Financial LLC, based in Addison, TX, with 20 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
15851 Dallas Pkwy, Ste 400, Addison, TX, 75001
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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
Anne is an advisory representative of a registered investment advisor (RIA), spending about 10-20% of her time on investment-related activities. She is also an independent insurance agent for various independent insurance companies, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
PFS Investments INC.Broker
State Registrations8 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.