Sathaporn Nguapha is a registered investment advisor at LPL Financial LLC, based in Westerville, OH, with 9 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
240 South State St., Westerville, OH, 43081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sathaporn operates under Priority Wealth Partners and Gladstone Wealth Partners, both DBAs for his LPL business, dedicating full-time hours to each. He also engages in tax preparation/accounting through Jeremiah Nguapha LLC and assists with accounting for Asias Hope, spending a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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