Todd Ashworth is a registered investment advisor at LPL Financial LLC, based in Hickory, NC, with 17 years of industry experience. Todd 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
1887 North Center Street, Hickory, NC, 28601
Get directionsHistory
Regulatory History (1)
Financial
January 2018Other Business Activities
Todd is a partner in BTJ Properties, a rental real estate business, and spends minimal time on it. He is also an owner and advisor at Renaissance Financial Partners of NC, LLC, a support company, dedicating minimal time to this as well.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
State Registrations19 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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