Seth Holder is a registered investment advisor at LPL Financial LLC, based in Rogers, AR, 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
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
5309 W Village Parkway Ste 1, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Seth is involved with White Oak Ridge Cattle Co, LLC, spending minimal time on it. He also operates under the DBA Delta Wealth Advisors for his LPL business and manages two LLCs for tax/investment purposes, dedicating full-time hours to SRH3 LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations7 states
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