Lanning Whitehead
Lanning Whitehead is a registered investment advisor at LPL Enterprise, LLC, based in Brentwood, TN, with 17 years of industry experience. Lanning is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B 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 | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
8005 Church St. E Ste 207, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2012Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations26 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
More Advisors
- Michael BrownLPL Enterprise, LLC
- John Morrison, CFPLPL Enterprise, LLC
- Steven PersonLPL Enterprise, LLC
- Stuart Goss, CFPLPL Financial LLC
- David Upshaw, CFPEdward Jones
- Charles Grummon, CFPWells Fargo Advisors