NC
NC

Noah Cornish

32 Years of Experience
Oklahoma City, OK
1 DisclosureBrokerSells Insurance

Noah Cornish is a registered investment advisor at LPL Financial LLC, based in Oklahoma City, OK, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10900 Hefner Pinte Drive, Suite 502, Oklahoma City, OK, 73120

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History

Regulatory History (1)
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Criminal
October 2012
Final Disposition
Other Business ActivitiesSells Insurance

Noah is involved in several business activities, including real estate investments, acting as a registered investment advisor, and soliciting non-variable insurance products. He dedicates nearly full-time hours to Westside Investment Management, LLC and minimal time to Noah Energy.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2014 - Present · 12 yrs 4 mos
Westside Investment Management, LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
LPL Financial LLC
March 2014 - January 2016 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2003 - January 2014 · 10 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2003 - January 2014 · 10 yrs 11 mos
Salomon Smith Barney INC.
March 1994 - March 2003 · 9 yrs
Salomon Smith Barney INC.Broker
July 1993 - March 2003 · 9 yrs 8 mos
Lehman Brothers INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations8 states
CACOKSMOMTOHOKTX
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.