Ian Clark is a registered investment advisor at LPL Financial LLC, based in Greenfield, IN, 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
1111 East Main Street, Greenfield, IN, 46140
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ian is involved in several real estate rental businesses and entities, some investment-related and some not, dating back to 2000. He also does tax preparation/accounting through Winters Financial Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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