Nathan Munro is a registered investment advisor at LPL Financial LLC, based in Jackson, MI, with 14 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
2508 Spring Arbor Rd, Jackson, MI, 49203
Get directionsHistory
Regulatory History (2)
Criminal
December 2018Criminal
November 1994Other Business Activities
Nathan operates his LPL business under the DBA Goldsmith and Associates, dedicating full-time hours. He also manages Bradley W. Goldsmith & Associates, LLC for tax/investment purposes and Goldsmith and Associates for tax preparation/accounting/CPA services, each also taking full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations6 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.