Pamela Eldridge
Pamela Eldridge is a registered investment advisor at LPL Financial LLC, based in Oak Brook, IL, with 15 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
1111 W 22nd St; Ste 245, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Other Business Activities
Pamela operates her LPL business under the DBA TriWealth Partners. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northern Trust Securities, INC
Northern Trust Securities, INC.Broker
Advanced Equities, INC.Broker
Advanced Equities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Edward JonesBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Pruco Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO., INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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.