Malcolm Beard

10 Years of Experience

Vancouver, WA

2 DisclosuresBroker

Malcolm Beard is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

LPL Financial LLC

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

27420 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Investment management only (planning not offered)

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.

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Location

1313 Main Street, Vancouver, WA, 98660

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History

Regulatory History (2)

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