James Toussaint
James Toussaint is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaverton, OR, with 34 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
10700 SW Beaverton Hillsdale, Suite 200-11, Beaverton, OR, 97005
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Regulatory History (1)
Regulatory
January 1999Other Business ActivitiesSells Insurance
James has been an insurance agent selling insurance for various carriers through W & R Insurance since 1999. He also serves as a board member for the Community Music Center, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waterhouse Securities, INC.Broker
Kennedy, Cabot & CO.Broker
J. W. Gant & Associates, INC.Broker
State Registrations9 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.