Lola Eyles
Lola Eyles is a CFP, ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Atlanta, GA, with 25 years of industry experience. Lola is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
3343 Peachtree Road, N.E., Suite 700, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2021Other Business ActivitiesSells Insurance
Lola is affiliated with Berkshire Life Ins Co Of Amer, The Guardian Life Ins Co, and The Guardian Ins & Annuity Co. It is implied that she sells insurance products through these companies.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.
Exams
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