Nicholas Weidman
Nicholas Weidman is a registered investment advisor at LPL Financial LLC, based in Allentown, PA, with 11 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
3500 Winchester Road, Suite 151, Allentown, PA, 18104
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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 ActivitiesSells Insurance
Nicholas is the sole owner of Dream Strategies Group, LLC, a business entity for tax/investment purposes, and spends full-time hours on it. He also sells non-variable insurance products, including life insurance, fixed annuities, disability insurance, and long-term care, dedicating full-time hours to this as well, and provides investment advisory services to Great Valley Advisor Group Inc. for full-time hours.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations17 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.