Jathan Stisher
Jathan Stisher is a registered investment advisor at LPL Financial LLC, based in Albertville, AL, with 19 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
112 Sand Mountain Dr, Albertville, AL, 35950
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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
Jathan owns rental real estate and dedicates minimal time to it. He also provides investment advisory services through Private Advisor Group and Gore and Stisher Wealth Management, spending nearly full-time on these activities, and is an agent for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations10 states
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