Jason Loiselle
Jason Loiselle is a registered investment advisor at LPL Financial LLC, based in Plymouth, 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
865 South Main St, Ste. 2, Plymouth, MI, 48170
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business Activities
Jason operates under Loiselle Financial Group and Nornarf DBA Loiselle and Associates for his LPL business and tax/accounting services, respectively. He is also a board member of Loiselle Foundation, a musician with Saoco, and co-owner of Loiselle Properties LLC, a real estate rental company.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
H. Beck, INC.
H. Beck, INC.Broker
Fsc Securities CorporationBroker
State Registrations7 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.