Andrew
Atchison
Lpl Financial LLC
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About this Advisor
Andrew Atchison is a financial advisor based in New Albany, Indiana with 9 years of industry experience. Atchison is currently employed by Lpl Financial LLC. Atchison has gained experience at Atchison Wealth LLC, Dba Brookstone Financial, LLC, Center Street Secuirities, Brookstone Capital Management, Securities America, Inc, Securities America Advisors, Inc, Custom Retirement Solutions, Lpl Financial, LLC and Park Community Credit Union. Atchison holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Indiana, Kentucky and Texas. Lpl Financial LLC is an advisory business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It oversees $368 billion in assets among its 1,688,501 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has 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 fees depend on the financial services. Fee types billed by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
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 Atchison Work History
Andrew has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
Park Community Credit Union
Securities America, Inc
Securities America Advisors, Inc
Custom Retirement Solutions
Center Street Secuirities
Brookstone Capital Management
Dba Brookstone Financial, LLC
Atchison Wealth LLC
*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 Atchison 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
Fort Mill, SC
Purchase, NY
Festus, MO
Arlington Heights, IL
Danville, IL
Guntersville, AL
Dyersburg, TN
Boston, MA
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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