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CFA

Andrew Grider

LPL Financial LLC
18 Years of Experience
Geneva, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Andrew Grider is a CFA-designated registered investment advisor at LPL Financial LLC, based in Geneva, IL, with 18 years of industry experience. Andrew 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

10 N. Third Street, Geneva, IL, 60134

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is involved in several business activities, including The Retirement Network Ltd. as a Registered Investment Advisor, real estate rentals through State And Third, LLC and 10 North Third, LLC, and Leelyn Smith LLC as an independent investment advisor firm, taking nearly full-time. He also has a business entity for tax/investment purposes only.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Leelyn Smith, LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLC
November 2017 - August 2018 · 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
February 2012 - December 2017 · 5 yrs 10 mos
National Planning CorporationBroker
January 2011 - November 2017 · 6 yrs 10 mos
Securities America, INC.Broker
October 2008 - January 2011 · 2 yrs 3 mos
State Registrations41 states
ALARAZCACOCTFLGAIAILINKSKYLAMAMIMNMOMSMTNCNDNENHNJNMNVNYOHOKPAPRSCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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