Sally Hawk is a registered investment advisor at LPL Financial LLC, based in Troy, MI, 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
1301 West Long Lake Road, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sally owns a tax preparation/accounting/CPA business since 1996, dedicating about a quarter of her time. She also operates Gordon Financial Advisor Services as a DBA for her LPL business, which is a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gordon Financial Advisory Services, LLC
Fsc Securities CorporationBroker
Vestax Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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