Rowena Milton is a registered investment advisor at LPL Financial LLC, based in Great Falls, MT, with 8 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
300 Central Ave, Ste 400, Great Falls, MT, 59401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rowena works part-time doing bookkeeping and maintenance for FitzGerald Transportation, a family business. She also works with Front Range Financial Advisors as a DBA for her LPL business, dedicating nearly full-time hours, and coaches youth basketball for the Great Falls Blazers, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations17 states
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