Andrew Grider
Andrew Grider is a CFA-designated registered investment advisor at LPL Financial LLC, based in Geneva, IL, with 17 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
10 N. Third Street, Geneva, IL, 60134
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is involved in several business activities, including The Retirement Network Ltd. as a Registered Investment Advisor, real estate rentals through State And Third, LLC and 10 North Third, LLC, and Leelyn Smith LLC as an independent investment advisor firm, taking nearly full-time. He also has a business entity for tax/investment purposes only.
Employment History
Current Registrations
LPL Financial LLCBroker
Leelyn Smith, LLC
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America, INC.Broker
State Registrations41 states
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