Colton Reading
Colton Reading is a registered investment advisor at LPL Financial LLC, based in South Jordan, UT, with 23 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
10421 S Jordan Gtwy Ste 600, South Jordan, UT, 84095-3902
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Regulatory History (1)
Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Colton is an insurance agent since 2002, spending about 20% of his time selling life, health, long-term care, and disability insurance. He also owns real estate rental property and works as an investment advisor representative, dedicating about half his time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mony Securities CorporationBroker
State Registrations8 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.