John Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Meridian, ID, with 13 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
30 East Broadway Ave, Meridian, ID, 83642
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Regulatory History (1)
Regulatory
January 2018Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Nylife Securities LLCBroker
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.
Exams
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