Ted Coons
Ted Coons is a registered investment advisor at LPL Financial LLC, based in Warrenville, IL, with 39 years of industry experience. Ted 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Warrenville, IL
Get directionsHistory
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.
Exams
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