Nathan Monroe is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 21 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
544 E Boonville New Harmony Rd, Evansville, IN, 47725
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan operates his LPL business through Old National Investments and Old National Wealth Advisors. He also owns Four Properties LLC, a real estate rental business, dedicating minimal time to it, and works as a Financial Advisor, Wealth Advisor, and SVP at Old National Bank, spending a few hours per week on this role during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations22 states
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