Laura Dix is a registered investment advisor at LPL Financial LLC, based in Portland, OR, with 17 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
308 SW 1st Ave Ste 402, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura operates under the DBA Legacy Financial since 2008 and Dix Investment Management for accounting purposes since 2013. She also has a business entity, Booshie and Bubby LLC, for tax/investment purposes and owns rental real estate, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations35 states
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