Andrew Martz
Andrew Martz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Southlake, TX, 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
530 E Southlake Blvd #140, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Andrew is an agent for accident & health, life, and variable insurance. He also operates WIS Advisors Inc. as a DBA for securities business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
First Investors CorporationBroker
Laidlaw & Company (UK) LTD.Broker
State Registrations34 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.