Derek Busby is a registered investment advisor at LPL Financial LLC, based in Meridian, ID, 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
413 SW 5th Ave Ste 110, Meridian, ID, 83642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek owns Granite Real Estate LLC, a real estate rental business, and Busby Investments LLC, a business entity for tax/investment purposes, dedicating minimal time to each. He also operates Granite Financial Management as a DBA for his LPL business, spending full-time hours on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations21 states
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