Kiley Eory is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Lansing, MI, with 10 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
2400 Lake Lansing Rd Ste C, Lansing, MI, 48912
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kiley operates under the DBA Waggoner Financial for her LPL business and provides investment advisory services through Private Advisor Group, dedicating full-time hours to each. Kiley is also the President of Waggoner Group, Inc., where she does tax preparation/accounting and sells non-variable insurance, spending about 10-20% of her time on these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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