Madison Wentland is a registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 1 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
7021 Kewanee Avenue, Suite, 6-103, Lubbock, TX, 79424
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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.
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Madison is a business owner of Bogle LTD, a farm, since 2000, and Drylands Homes LLC, a custom home building business, since 2023, dedicating a few hours per week to the latter. Madison is also a representative for Mary Kay, a direct sales business, since 2022, spending a few hours per week on it, and a notary for the State of Texas.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
State Registrations5 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.