James Blalock is a registered investment advisor at LPL Financial LLC, based in Lenexa, KS, with 3 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
8700 Monrovia St, Lenexa, KS, 66215
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Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
James operates under the DBA Commerce Financial Advisors for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
State Registrations43 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.