Bonnie Packo
Bonnie Packo is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 33 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
1401 10th Street, Bellingham, WA, 98225-6623
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2001Other Business Activities
Bonnie operates under the DBA Packo Private Wealth Management, Inc. since 2006.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Investors National CorporationBroker
State Registrations5 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.