Nicholas Song
Nicholas Song is a registered investment advisor at LPL Financial LLC, based in Lower Burrell, PA, 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
3271 Leechburg Rd, Lower Burrell, PA, 15068
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Regulatory History (1)
Financial
January 2017Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Chartwell Tsc Securities CORP.Broker
Citizens Securities, INC.Broker
State Registrations9 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.