Ted Coons
Ted Coons is a registered investment advisor at LPL Financial LLC, based in Warrenville, IL, with 38 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
Warrenville, IL
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Regulatory History (1)
Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Ted operates under the DBAs Planned Financial Independence Co and NuMark Financial Strategies for his LPL business. He also engages in non-variable insurance activities under the name Ted Coons, and spends about 10-20% of his time on the NuMark Financial Strategies DBA.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Total Clarity Wealth Management, INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations20 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.