Andrew Joseph Bascom
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- Luminosity Real Estate, LLCJul 2019 to Jul 2021
- Thick & Swoll LLCJul 2017 to Aug 2018
- EchoApr 2017 to Jul 2021
- Rental Property Andrew BascomNov 2016 to Jul 2021
- Theobald-bascom GroupJan 2016 to Jul 2021
- American Lung Association In FloridaSep 2015 to Dec 2016
- Bni Capital ExchangeOct 2014 to Sep 2017
- Richard TheobaldJan 2014 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJan 2012 to Jul 2021
- Waddell & Reed, IncDec 2011 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6004280
- Firm CRD
- 6413