Adam Bohlen is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 16 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
360 Kingsley Park Drive, Suite 100, Fort Mill, SC, 29715
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Regulatory History (1)
Financial
December 2020Other Business Activities
Adam operates under the DBA Financial Resources Investment Group for his LPL business since 2022. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, 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.