Cassandra Painter is a registered investment advisor at LPL Financial LLC, based in St. Louis, MO, 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
8860 Ladue Road Suite 230, St. Louis, MO, 63124-2068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cassandra operates Clayton Investment Associates as a DBA for her LPL business and works as a project manager and financial analyst for Streamline Orthotics LLC, dedicating minimal time to the latter. She also does bookkeeping for Balanced Books Solutions for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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