Adam Drewry is a registered investment advisor at LPL Financial LLC, based in Golden, CO, 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
Golden, CO
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works at Patagonia Denver and dedicates about half his time to this outside employment. He also works full-time for DSI Wealth Management Group Inc. as a DBA for LPL business and spends minimal time on non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Parsonex Advisory Services, INC.
Parsonex Capital Markets, LLCBroker
Parsonex Securities, INC.Broker
Parsonex Securities, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
John Hancock Distributors LLCBroker
State Registrations8 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.