Tiffani Hamilton is a registered investment advisor at LPL Financial LLC, based in Riverton, UT, 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
1962 West 12600 South, Riverton, UT, 84065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tiffani is a product advocate for Melaleuca, helping families purchase all-natural products, dedicating minimal time. She also operates under Mountain America Investment Services as a DBA for her LPL business, spending about a quarter of her time, and dedicates minimal time to the family business, Stateline Metals.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations10 states
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