Craig Wroten is a CFP-designated registered investment advisor at LPL Financial LLC, based in Metairie, LA, with 29 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
1 Galleria Blvd., Suite 2105, Metairie, LA, 70001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig operates his LPL business under the DBA Guardian Wealth Management Group. He also provides investment advisory services through NewEdge Advisors, LLC and its DBA Guardian Wealth Management Group, dedicating nearly full-time hours to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Mony Securities CorporationBroker
State Registrations5 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.