Andrew
Adams

Lpl Financial LLC

CRD#2462003
Investment Advisor
in Springdale, AR

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About this Advisor

Andrew Adams is a financial advisor based in Springdale, Arkansas who has 1 year of industry experience. Adams is on the advisory team at Lpl Financial LLC. Adams has gained experience at O'Reilly Auto Parts, Edward Jones, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Arvest Wealth Management, National Securities Corporation, National Asset Management, Lpl Financial, LLC and Simmons Bank. Adams maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Arkansas. Lpl Financial LLC is a registered investment business that has its headquarters in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in assets under management among its 1,688,501 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on the type of services provided. Fee types charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2832 W Sunset Ave
Springdale, AR 72762-4940

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

AR Average: $646,059,043
Total Number of Employees

31,366

AR Average: 13
Total Number of Accounts

1,688,501

AR Average: 661
Average Account Size

$217,956

AR Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Adams Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial, LLC

2022 - Present (2 years)

Simmons Bank

2021 - 2022 (1 year)

National Securities Corporation

2021 - 2022 (1 year)

National Asset Management

2018 - 2021 (3 years)

Arvest Wealth Management

2015 - 2018 (3 years)

Regions Bank

2015 - 2018 (3 years)

Cetera Investment Advisers LLC

2015 - 2018 (3 years)

Cetera Investment Services LLC

2014 - 2015 (1 year)

Edward Jones

2011 - 2014 (3 years)

O'Reilly Auto Parts

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
David Owen
Bellevue, WA
Andrew Gaber
Parker, CO
Gregory Yuen
Aptos, CA
Joseph Mastroianni
Venice, FL
Kelsey Odey
Denver, CO
Michael Cosenza
Worcester, MA
Dominick Lanuti
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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