Boyd Sorem is a registered investment advisor at LPL Financial LLC, based in Scottsdale, AZ, with 18 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
8687 E Via De Ventura Ste 200, Scottsdale, AZ, 85258
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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 Activities
Boyd operates under several DBAs for his LPL business: Wealth Consulting Group, Progressive Financial Concepts, and BMoney, LLC. Boyd is also a co-owner of Pro Roofing America LLC, but spends minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Prudential Annuities Distributors, INCBroker
LPL Financial LLC
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Jackson National Life Distributors LLCBroker
State Registrations16 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.