Lindsey Clark is a registered investment advisor at LPL Financial LLC, based in Lakeville, MN, with 8 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
17533 Cedar Ave, Lakeville, MN, 55044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey works full-time on her LPL business and as a registered investment advisor through Wealth Enhancement Advisory Services, dedicating about a quarter of her time to the latter. She also serves as a public notary in Minnesota.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
State Registrations15 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.