TrueAdvisor
TrueAdvisor
MC
MC

Myla Causing

LPL Financial LLC
25 Years of Experience
Seattle, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Myla Causing is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 25 years of industry experience. Myla 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
28221 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
—
View Full SEC Brochure

Location

1530 Westlake Ave N, Ste 700, Seattle, WA, 98109

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2018
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Myla is involved with The Causing Group LLC for tax/investment purposes, dedicating minimal time. She is also an agent for non-variable insurance through The Causing Group, LLC, spending a few hours per week, and owns rental real estate, dedicating minimal time.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Waddell & Reed
August 2001 - July 2021 · 19 yrs 11 mos
Waddell & ReedBroker
July 2001 - July 2021 · 20 yrs
State Registrations21 states
AZCACOFLHIILINMAMOMTNCNJNYORPASCUTVTWAWVWY
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.
More Advisors
More financial advisors in Seattle, WA →All financial advisors in Washington →