Jordan Boyle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Rexburg, ID, 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
18 North 2nd East, Rexburg, ID, 83440
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2019Customer Dispute
May 2016Other Business Activities
Jordan is affiliated with Mountain America Credit Union, operating as Mountain America Investment Services, as a DBA for their LPL business since 2019. This activity takes about a quarter of Jordan's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Xcu Capital Corporation, INC.Broker
State Registrations21 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.