Adam Bohlen is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 16 years of industry experience. Adam 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
360 Kingsley Park Drive, Suite 100, Fort Mill, SC, 29715
Get directionsHistory
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.
Exams
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