Austin Terry is a registered investment advisor at LPL Financial LLC, based in Lancaster, SC, 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
607 North Main St, Lancaster, SC, 29334
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Austin operates Founders Investment Services and Founders Wealth Management as DBAs for his LPL business. He is also a partner/part-owner of Southern Striping LLC and T&T Taxes LLC, dedicating about 10-20% of his time to Southern Striping and a few hours per week to T&T Taxes.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Carroll Financial Associates INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations10 states
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