Colin Peldo is a registered investment advisor at LPL Financial LLC, based in Sheridan, WY, 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
29 N Gould St, Sheridan, WY, 82801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Colin owns rental real estate property through 1886 Properties LLC since 2014. He also works full-time at First Northern Bank of Wyoming and First Northern Advisors, and spends about a quarter of his time as a basketball coach at Sheridan Jr. High School.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ica Group Wealth Management, LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Bancwest Investment Services, INC.
Bancwest Investment Services, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations27 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.