Andrew Joseph Applequist
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
11 years in the industry.
- LPL Financial LLCJul 2026 to now
- Steward Wealth StategiesApr 2023 to now
- OsaicFeb 2024 to Jul 2026
- FlyexclusiveJul 2022 to May 2023
- Bass Pro Shop LLCApr 2022 to Apr 2023
- Liberty UniveristyMay 2021 to May 2022
- Liberty UniversityAug 2019 to May 2022
- Lowe's Home ImprovementJan 2019 to Aug 2019
- West Johnston High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7738308
- Firm CRD
- 6413