Lance Sevier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Edmonds, WA, 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
144 Railroad Ave Ste 301, Edmonds, WA, 98020
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Regulatory History (1)
Customer Dispute
October 2018Other Business Activities
Lance operates his LPL business under the name Olympic Investment Group, dedicating full-time hours to it. He also uses the Olympic Investment Group name for Financial Advocates Investment Management (FAIM).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations15 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.