Cara Snowdon is a registered investment advisor at LPL Financial LLC, based in Iron Mountain, MI, with 15 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
233 S Stephenson Ave, Iron Mountain, MI, 49801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cara works as a Trust Administrator at First National Bank & Trust since 2017, answering phones for the Trust department. She also operates under the DBA First National Wealth Management for her LPL business, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.