TrueAdvisor
TrueAdvisor
ES
ES

Elizabeth Strong-Coover

LPL Financial LLC
37 Years of Experience
Novato, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Elizabeth Strong-Coover is a registered investment advisor at LPL Financial LLC, based in Novato, CA, with 37 years of industry experience. Elizabeth 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

1701 Novato Blvd, Suite 304, Novato, CA, 94947

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.
Employment Separation After Allegations
November 1991
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elizabeth operates Alders Financial Solutions and Strong Legacy Planning, LLC as DBAs for her LPL business, dedicating full-time hours to these activities. She also owns rental real estate and sells non-variable insurance, spending minimal time on each.

Employment History
Current Registrations
LPL Financial LLC
March 2024 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Spc
January 2005 - March 2024 · 19 yrs 2 mos
Spc
February 2003 - December 2003 · 10 mos
The L&l Financial Edge, LLC
June 2001 - December 2009 · 8 yrs 6 mos
Sigma Financial CorporationBroker
January 2001 - March 2024 · 23 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
June 1998 - January 2001 · 2 yrs 7 mos
Cigna Financial Advisors,inc.Broker
February 1993 - June 1998 · 5 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
May 1990 - March 1992 · 1 yr 10 mos
Metlife Securities INC.Broker
April 1990 - March 1992 · 1 yr 11 mos
Ur Financial, INC.Broker
May 1988 - April 1990 · 1 yr 11 mos
State Registrations11 states
CACOIDMDMENCNVORSCUTWA
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 Novato, CA →All financial advisors in California →
Elizabeth Strong-Coover - Financial Advisor | TrueAdvisor