Myla Causing
Myla Causing is a registered investment advisor at LPL Financial LLC, based in Seattle, WA, with 24 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
1530 Westlake Ave N, Ste 700, Seattle, WA, 98109
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other 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
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 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.