Randy Anderson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Encampment, WY, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
168 County Road 648, Encampment, WY, 82325-1028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Randy is involved in several business activities, including RBB Advisors, LLC (tax/investment purposes), RJ Anderson Financial, LLC (DBA for LPL business), and Traction Financial Partners, LLC (investment advisory services, full-time). He also serves as Chair of the Board of Directors for Arapahoe Community College Foundation, a non-profit organization.
Employment History
Current Registrations
LPL Financial LLCBroker
Traction Financial Partners
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
World Group Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.