Hannah Sorensen is a registered investment advisor at LPL Financial LLC, based in Fargo, ND, 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
3909 13th Ave S, Fargo, ND, 58103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hannah operates her LPL business under the DBA Gate City Investment Services, dedicating all her time to it. She also serves on the Gate City Financial Services Investment Committee, spending minimal time per month overseeing retail non-deposit investment products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 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.