My Ton
My Ton is a registered investment advisor at LPL Financial LLC, based in Wichita Falls, TX, 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.
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
2304 Midwestern Pkwy, Ste 106, Wichita Falls, TX, 76308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
My is the business owner/CEO of SCARLISS, LLC (cosmetic product company) and Aura Gold Labs Sole Prop (formulator for cosmetic products). My is also an agent for OneAmerica Inc and Lafayette Life Insurance selling non-variable insurance, and the President & CEO of Sunera Development, LLC (real estate investment), dedicating about 10-20% of their time to these activities.
Employment History
Current Registrations
LPL Financial LLC
Intrua Financial
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations15 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.