Zachary Armstrong is a registered investment advisor at LPL Financial LLC, based in Okemos, MI, with 12 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
2277 Science Pkwy Suite 7, Okemos, MI, 48864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is a notary and provides tax preparation/accounting services, dedicating about 10-20% of his time to the latter. He also operates Allied Integrated Wealth, LLC and AIW, LLC as DBAs for his LPL business, spending full-time hours on one of them.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sigma Financial CorporationBroker
Spc
Siena Wealth Advisors
State Registrations8 states
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