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CFP
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CFP

Hope Strong

LPL Financial LLC
20 Years of Experience
Huntsville, AL
Broker
View SEC Summary
View SEC Summary

Hope Strong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Huntsville, AL, with 20 years of industry experience. Hope is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1430 Weatherly Road Se, Huntsville, AL, 35803

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hope operates her LPL business through Redstone Brokerage Services, dedicating full-time hours to this endeavor. She also has a financial institution duty at Redstone Federal Credit Union.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2018 - Present · 8 yrs
LPL Financial LLC
October 2018 - Present · 8 yrs
Previous Registrations
Oneascent Financial Services LLC
March 2017 - October 2019 · 2 yrs 7 mos
Ameriprise Financial Services, INC.
June 2016 - February 2017 · 8 mos
Ameriprise Financial Services, INC.Broker
June 2016 - February 2017 · 8 mos
Morgan Stanley
January 2014 - June 2016 · 2 yrs 5 mos
Morgan StanleyBroker
January 2014 - June 2016 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
March 2009 - January 2014 · 4 yrs 10 mos
Wells Fargo Advisors, LLCBroker
March 2009 - January 2014 · 4 yrs 10 mos
Citigroup Global Markets INC.
August 2006 - April 2009 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
July 2006 - April 2009 · 2 yrs 9 mos
State Registrations11 states
ALFLGAINMINHNVNYOKTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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