Jodie Beatty
Jodie Beatty is a registered investment advisor at LPL Financial LLC, based in Bellingham, WA, with 20 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
Bellingham, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jodie is involved in several business activities, including a business entity for tax/investment purposes (Simple Kindness, Inc), non-variable insurance, a DBA for her LPL business (Momentum Financial Group), and real estate rental through Bridgeview Partners LLC. She dedicates minimal time to the real estate rental.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.Broker
State Registrations11 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.