James Burleson is a registered investment advisor at LPL Financial LLC, based in Edmond, OK, with 14 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
2901 S Bryant Ave, Edmond, OK, 73013-6167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James owns Burleson Investment Properties (real estate rental) and is an inactive real estate agent with REMAX 1st, potentially receiving referral fees. He also provides investment advisory services through Forge Financial Services LLC and Forge Financial, spending nearly full-time on these activities.
Employment History
Current Registrations
LPL Financial LLC
Forge Financial
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Lincoln Financial Securities CorporationBroker
State Registrations16 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.