Glenda Toon is a registered investment advisor at LPL Financial LLC, based in El Paso, TX, 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
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Average Client Portfolio
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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
4855 N Mesa St Ste 120, El Paso, TX, 79912
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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
Glenda operates Symphony Financial LTD. CO as a DBA for her LPL business since 2008. She is also a Registered Investment Advisor Hybrid and IAR through Symphony Financial, Ltd. Co., spending nearly full-time on investment advisory services.
Employment History
Current Registrations
LPL Financial LLC
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations23 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.