Anne Wishon is a registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 6 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
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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
620 Green Valley Rd Ste 306, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne operates Innovative Financial Solutions, LLC as a DBA for her LPL business since February 2021. She also serves as Commodore of the Cape Lookout Grady-White Owners' Club, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations9 states
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