Donovan Adams is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sandy Springs, GA, with 17 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
1117 Perimeter Center West, Suite N-111, Sandy Springs, GA, 30338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donovan operates Sandy Springs Private Wealth Management LLC as a DBA for his LPL business. He also owns rental real estate property since 2018.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations28 states
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