TrueAdvisor
TrueAdvisor
LC
LC

Linda Coulson

LPL Financial LLC
40 Years of Experience
Carolina Beach, NC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Linda Coulson is a registered investment advisor at LPL Financial LLC, based in Carolina Beach, NC, with 40 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Carolina Beach, NC

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
March 2009 - Present · 17 yrs 7 mos
LPL Financial LLC
March 2009 - Present · 17 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
July 1997 - March 2009 · 11 yrs 8 mos
UBS Financial Services INC.Broker
September 1990 - March 2009 · 18 yrs 6 mos
Prudential-Bache Securities INC.Broker
April 1986 - November 1990 · 4 yrs 7 mos
State Registrations8 states
AZCACOGANCSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Carolina Beach, NC →All financial advisors in North Carolina →