Linda Bonham is a registered investment advisor at LPL Financial LLC, based in Highland, MI, with 25 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
210 W Highland Rd Ste 104, Highland, MI, 48357
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda is the owner/manager of Becker Bonham Mngmt, LLC, managing an office building. She also owns Advantage Bookkeeping, Advantage Tax & Financial Services, and Advantage Tax Service Inc, spending full-time hours on the latter as a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations13 states
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