Andrew
Fairbanks

Lpl Financial LLC

CRD#6087302
Investment Advisor
in Sacramento, CA
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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

Series 66

Years of Experience

11 years

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

Disclosures

No

Office Location

1301 Exposition Blvd
Sacramento, CA 95815

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CA Average: $16,012,751,954
Total Number of Employees

22,790

CA Average: 118
Total Number of Accounts

786,525

CA Average: 4,567
Average Account Size

$202,281

CA Average: $3,506,186

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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
  • Other

Andrew Fairbanks Work History

Andrew has 11 years of experience.

2012 - Present (7 years)

Lpl Financial LLC

2011 - Present (8 years)

Golden 1 Credit Union

2011 - 2011 (< 1 year)

Dedicated Media

2007 - 2011 (4 years)

Daily Journal Corporation

Disclosures

Andrew Fairbanks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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