Clarene Westburg is a registered investment advisor at LPL Financial LLC, based in Billings, MT, with 15 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
401 North 31st Street, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clarene is a DBA for LPL business, an owner of Blue Dragonfly Holdings LLC (real estate rental), a business operations manager for WestFab Custom Fabrication LLC, and a regional trust manager for First Interstate Bank. The regional trust manager position takes nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations1 state
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.