Ashlee Childress is a registered investment advisor at LPL Financial LLC, based in Wichita, KS, with 4 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
4319 N Meridian Ave, Wichita, KS, 67204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashlee is involved with the Women's Network and the Boys & Girls Club of South Central Kansas as a speaker, dedicating minimal time to each. She also spends full-time hours on Meritrust Wealth Management as a DBA for LPL Business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations9 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.