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Tiffany Cote

LPL Financial LLC
24 Years of Experience
Bellevue, WA
Broker
View SEC Summary
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Tiffany Cote is a registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 24 years of industry experience. Tiffany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11245 SE 6th St Bldg B # 120, Bellevue, WA, 98004-6499

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Tiffany is a registered investment advisor DBA and DBA for LPL business under B3 Wealth Strategies, dedicating full-time hours to these activities. She also works as a notary, spending minimal time on it.

Employment History
Current Registrations
LPL Financial LLC
December 2025 - Present · 10 mos
LPL Financial LLCBroker
November 2025 - Present · 11 mos
B3 Wealth Strategies
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Financial Advocates Advisory Services, LLC
March 2012 - December 2013 · 1 yr 9 mos
Financial Advocates Investment Management
January 2012 - October 2019 · 7 yrs 9 mos
LPL Financial LLCBroker
June 2010 - October 2023 · 13 yrs 4 mos
LPL Financial LLC
June 2010 - August 2018 · 8 yrs 2 mos
Symetra Investment Services, INC.
September 2009 - May 2010 · 8 mos
Symetra Investment Services, INC.Broker
September 2009 - May 2010 · 8 mos
Russell Investments
December 2007 - April 2009 · 1 yr 4 mos
Russell Financial Services, INC., Part of Russell InvestmentsBroker
July 2001 - April 2009 · 7 yrs 9 mos
State Registrations1 state
WA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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