Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Archer is a financial advisor with LPL Enterprise, LLC based in Springfield, MO. Ian has been in the financial services industry since 2011. Ian is licensed to provide financial services in Arkansas, Florida, Kansas, and Missouri. He has a broad range of experience including securities, investment company products and variable contracts, and financial planning. Ian holds the Series 7, Series 6, Series 63, and Series 66 licenses. In addition to providing financial advice, Ian also works as a Banquet Bartender for the University Plaza Hotel & Convention in Springfield.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
11/14/2024 - Present
LPL Enterprise, LLC (SPRINGFIELD MO)
MO
05/16/2016 - 12/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MO)
MO
01/01/2014 - 05/12/2016
SCOTTRADE, INC. (SPRINGFIELD MO)
MO
10/08/2012 - 10/11/2013
METLIFE SECURITIES INC. (SPRINGFIELD MO)
TX
09/26/1996 - 09/17/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 05/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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