Kristy Motta is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaverton, OR, with 30 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
1915 NE Stucki Ave Ste 150, Beaverton, OR, 97006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kristy is a registered investment advisor with Consolidated Financial Management, creating customized financial plans. She also operates under DBAs for her LPL business, dedicating a full-time commitment during securities trading.
Employment History
Current Registrations
LPL Financial LLC
Consolidated Financial Management CORP.
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
Consolidated Financial Management CORP.
Royal Alliance Associates, INC.Broker
Invesco Funds Group, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations23 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.