Randy Koliha is a registered investment advisor at LPL Financial LLC, based in Billings, MT, 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
401 North 31st Street, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Randy operates his LPL business through First Interstate Investment Services and works as a Wealth Advisor at First Interstate Bank, dedicating full-time hours. He also owns rental real estate, spending a few hours per week on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Fintegra Financial Solutions
Fintegra, LLCBroker
Raymond James Financial Services, INC.Broker
Invest Financial CorporationBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations19 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.