An
Wetter

Lpl Financial LLC

CRD#5581891
Investment Advisor
in Fort Mill, SC

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About this Advisor

An Wetter is an advisor in Fort Mill, South Carolina. Currently a registered advisor with Lpl Financial LLC, Wetter has 10 years of experience as a registered advisor. Wetter holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Wetter can serve clients based out of Florida. During their career, Wetter has held roles at Signator Investors Inc, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Lpl Financial, Independent Financial Partners, Raymond James & Associates and Lpl Financial LLC. Lpl Financial LLC is headquartered in Fort Mill, South Carolina, and operates out of 9,519 offices in the country. Overall, Lpl Financial LLC manages $159 billion in assets throughout 786,525 accounts and employs more than 22,790 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 774,496 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 27% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lpl Financial LLC provides 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. The firm may charge clients 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

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

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

22,790

SC Average: 118
Total Number of Accounts

786,525

SC Average: 4,567
Average Account Size

$202,281

SC 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

An Wetter Work History

An has 11 years of experience.

2015 - Present (5 years)

Lpl Financial LLC

2015 - 2015 (< 1 year)

Raymond James & Associates

2014 - 2014 (< 1 year)

Lpl Financial

2014 - 2014 (< 1 year)

Independent Financial Partners

2010 - 2014 (4 years)

Usaa Financial Advisors, Inc

2010 - 2014 (4 years)

Usaa Financial Planning Services

2009 - 2010 (1 year)

Signator Investors Inc

Disclosures

An Wetter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jonathan Staiman
New York, NY
Franklin Borders
Charlotte, NC
Daniel Fowler
Pampa, TX
Mark Tonelli
Denver, CO
Steven Justice
San Diego, CA
Christopher Kemp
San Diego, CA

This content was compiled from the SEC and FINRA.

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