Craig Carper is a registered investment advisor at LPL Financial LLC, based in Temecula, CA, with 26 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
43980 Margarita Rd #201, Temecula, CA, 92592
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Regulatory History (1)
Customer Dispute
July 2012Other Business Activities
Craig operates La Pointe Wealth Management, Inc. as La Pointe Wealth Advisors, a DBA for his LPL business, since 2012. This takes nearly full-time, with 110 hours spent during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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.