Stanley Milne is a registered investment advisor at LPL Financial LLC, based in Woodburn, OR, with 44 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
1393 Meridian Drive #2, Woodburn, OR, 97071
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stanley owns rental real estate through MPB LLC since 1992 and another property since 2005. He also has an S corporation, S & P Milne Investment Inc, for LPL commission checks, and Legacy Financial, a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.