Pauletta Bonner is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, 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
3200 Troup Hwy Ste 150, Tyler, TX, 75701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Pauletta spends all of her time on Income Solutions Wealth Management, her LPL business. She also owns La Promessa Weddings & Events, taking about a quarter of her time, and works as a substitute organist at Trinity Lutheran Church for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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.