Mary Horn is a registered investment advisor at LPL Financial LLC, based in La Grande, OR, with 11 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
105 Fir St Ste 204, La Grande, OR, 97850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary operates Centsable Wealth Management, LLC as a DBA for her LPL business, dedicating full-time hours to it. She also owns Rising Tide Soulpothecary, spending about 10-20% of her time on it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Edward Jones
Edward JonesBroker
State Registrations9 states
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