James Blaylock is a registered investment advisor at LPL Financial LLC, based in Provo, UT, with 7 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
4778 North 300 West , Ste 200, Provo, UT, 84604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the CEO of Blaylock & Company, a tax preparation/accounting/CPA firm, dedicating about 10-20% of his time. He is also involved in real estate rental through Vigoren & Blaylock LLC and operates Blaylock Financial as a DBA for his LPL business, spending about two-thirds of his time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations3 states
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