Lindsey Williams is a registered investment advisor at LPL Financial LLC, based in Marysville, OH, with 2 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
250 E 5th Street, Marysville, OH, 43040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lindsey operates her LPL business under the DBA Richwood Financial. She also works as a dance instructor for Energy Arts, dedicating about a quarter of her time to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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