Adrian Albidress, financial advisor Wilmington DE
96 score

Adrian Albidress

CRD Number: 1088051
Current Firm: Lpl Financial LLC

Adrian Albidress (CRD# 1088051) is an Investment Advisor Representative working at Lpl Financial LLC in Wilmington, DE and has over 32 years of experience in the finance industry. Adrian Albidress has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Wilmington, DE Nov 2017 - Current < 1
Nationwide Insurance Company Columbus, OH Dec 1988 - Current 29
Nationwide Securities, Inc. Wilmington, DE Aug 2008 - Nov 2017 9
Nationwide Financial Network Newark, DE Feb 2008 - Nov 2017 9
Nationwide Advisory Services, Inc. Gaithersburg, MD Jan 1993 - Nov 2017 24
1717 Capital Management Newark, DE Feb 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Adrian Albidress
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • DE
  • TX
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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