Lpl Financial LLC
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About this Advisor
Andrew Fairbanks is a financial advisor based in Sacramento, California, who has been in the advisory business for 11 years. Fairbanks works at Lpl Financial LLC. During their career, the advisor has held roles at Dedicated Media, Daily Journal Corporation, Lpl Financial LLC and Golden 1 Credit Union. Fairbanks maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California. Lpl Financial LLC is a financial advisory company that has its headquarters in Sacramento, California. The company has offices in 8,011 locations and a total of 22,703 advisors. It handles $153 billion in assets under management between its 680,466 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 899 charitable organizations. Of its 680,466 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a number of services, such as 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by Lpl Financial LLC may include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Andrew Fairbanks Work History
Andrew has 11 years of experience.
Lpl Financial LLC
Golden 1 Credit Union
Daily Journal Corporation
Andrew Fairbanks has no disclosures.
Please visit their SEC profile for more details.