Adam Ghantous is a registered investment advisor at LPL Financial LLC, based in Bloomington, IL, 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
117 N Center St, Bloomington, IL, 61701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam operates under two DBAs for his LPL business: Ghantous Wealth Management and Slater Wealth Management, dedicating full-time hours to Ghantous Wealth Management. He also owns Summer Leigha Photography, LLC and his spouse owns Community Wellness Lab, LLC, requiring minimal time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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