Ryan Alderfer is a CFP-designated registered investment advisor at LPL Financial LLC, based in Bellevue, WA, 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
500 108th Ave Ne, Suite 1840, Bellevue, WA, 98004
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Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
Ryan provides investment advisory services through Boone Wealth Advisors, dedicating full-time hours to this role. He also hosts a non-investment related podcast called The Middlemen, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Boone Wealth Advisors, LLC
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.