Annette Crowley
Annette Crowley is a registered investment advisor at LPL Financial LLC, based in West Palm Beach, FL, with 28 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
West Palm Beach, FL
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Annette is doing business as North River Financial LLC, an entity for her LPL business, dedicating about a quarter of her time during securities trading. She also owns Bulldog Fishing LLC and spends about 10-20% of her time assisting with banking and paperwork, and is a financial advisor for Alpha Solutions Mgt. LLC, selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
US Financial Advisors, LLC
Citizens Securities, INC.
Citizens Securities, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Quick & Reilly, INC.Broker
Citizens Financial Services INC.Broker
Fis Securities, INC.Broker
Princor Financial Services CorporationBroker
State Registrations6 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.