AC
AC

Angela Cantin

2 Years of Experience
Columbia, MO
Broker

Angela Cantin is a registered investment advisor at LPL Financial LLC, based in Columbia, MO, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

3610 Buttonwood Dr Ste 100, Columbia, MO, 65201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela provides investment services through The Bank of Missouri and The Private Client Group at TBOM, both DBAs for her LPL business. She also serves as a Sr. Administrative Officer at The Bank of Missouri, dedicating minimal time to this role.

Employment History
Current Registrations
LPL Financial LLC
July 2023 - Present · 2 yrs 10 mos
LPL Financial LLCBroker
May 2023 - Present · 3 yrs
State Registrations1 state
MO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.