Linda Coulson
Linda Coulson is a registered investment advisor at LPL Financial LLC, based in Carolina Beach, NC, with 39 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
Carolina Beach, NC
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Linda owns rental real estate property since 2016, dedicating minimal time. She is also a distributor of homeopathic "LifeWave" Patches since 2021, spending minimal time, and a Successor Trustee for a Living Trust since 2023, spending no time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations8 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.