HS
CFP
HS
CFP

Hope Strong

19 Years of Experience
Huntsville, AL
Broker

Hope Strong is a CFP-designated registered investment advisor at LPL Financial LLC, based in Huntsville, AL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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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 · 7 yrs 11 mos
LPL Financial LLC
October 2018 - Present · 7 yrs 11 mos
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, LLCBroker
March 2009 - January 2014 · 4 yrs 10 mos
Wells Fargo Advisors, LLC
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.