Arthur Copperthite is a CFP-designated registered investment advisor at LPL Financial LLC, based in Henderson, NV, with 13 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
Henderson, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arthur operates Copperthite Capital Management as a DBA for his LPL business since 2021. He also provides tax preparation services through Copperthite Tax Services and Turbo Tax, and works in package delivery, dedicating about half his time to Turbo Tax.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Chase Investment Services CORP.Broker
State Registrations10 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.