Brandon
Askew

Lpl Financial LLC

CRD#7044441
Investment Advisor
in Fargo, ND

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About this Advisor

Brandon Askew is a financial advisor who works out of Fargo, North Dakota with a total of 4 years of relevant experience. Askew is an advisor for Lpl Financial LLC. Their career trajectory has included roles at Choice Financial, Lpl Financial LLC and Ica Group Wealth Management, LLC. Askew has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Dakota and Texas. Lpl Financial LLC is a business operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in assets under management across its 1,688,501 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth investors who have more than $1 million in investable assets. Lpl Financial LLC provides 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 usually depend on which services the firm provides the client. Fees charged by Lpl Financial LLC may include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

3050 Sienna Dr S Suite 100
Fargo, ND 58104

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

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

31,366

ND Average: 13
Total Number of Accounts

1,688,501

ND Average: 661
Average Account Size

$217,956

ND 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

Brandon Askew Work History

Brandon has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Ica Group Wealth Management, LLC

2018 - Present (6 years)

Choice Financial

2018 - Present (6 years)

Lpl Financial 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 Brandon Askew 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
Diane Winner
Ann Arbor, MI
Rebecca Chiccino
Charlestown, MA
Keith Clark
Corpus Christi, TX
Tracy Marlin
Newport Beach, CA
John Gehlhaart
Waukesha, WI
Scott Feher
Walnut Creek, CA
Robert Notarfrancesco
Bridgeport, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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