Colleen Lenard
Colleen Lenard is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 31 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
7700 NE Greenwood Dr, Ste 100, Vancouver, WA, 98662
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Regulatory History (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Colleen is involved in several business activities, including non-variable insurance sales since 1994, and multiple real estate rental properties. She also dedicates nearly full-time hours to Aspire Wealth Advisors, which is both a business entity for tax/investment purposes and a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations17 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.