Heather Coyle is a CFP-designated registered investment advisor at LPL Financial LLC, based in Spring Hill, FL, with 13 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
Spring Hill, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather operates Elevate Wealth Management as a DBA for her LPL business, dedicating about a quarter of her time to this investment-related activity. She also works as an aviator, spending about a third of her time in this non-investment related role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Capital, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations5 states
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