Donald Ledingham is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 12 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
150A Andover St Ste 2, Danvers, MA, 01923
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald operates under two DBAs for his LPL business: Ipswich Bay Advisors (since 2000) and Naples Bay Wealth Management (since 2024). His work with Naples Bay Wealth Management takes about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Capital Advisory Group Advisory Services, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Mutual of Omaha Investor Services, INC.Broker
Adp Broker-Dealer, INC.Broker
State Registrations1 state
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.