Natasha Wilbur
Natasha Wilbur is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Syracuse, NY, with 22 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
250 S. Clinton St. 4th Floor, Syracuse, NY, 13202
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Regulatory History (1)
Customer Dispute
January 2008Other Business Activities
Natasha operates as Wilmington Advisors @ M&T, a DBA for her LPL business, from her reported business location. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
M&t Securities, INC.
M&t Securities, INC.Broker
Pruco Securities, LLC.Broker
State Registrations23 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.