Holli Radakovich is a registered investment advisor at LPL Financial LLC, based in Rock Springs, WY, with 16 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
1575 Dewar Dr, Ste 210, Rock Springs, WY, 82901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Holli operates Full Circle Wealth Strategies as a DBA for her LPL business and provides administrative support to Financial Advocates Investment Management, spending nearly full-time on these investment-related activities. She also owns Full Curl Enterprises, LLC (real estate rental) and has outside employment with Holy Spirit Catholic Community, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations4 states
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