Garrett Norton
Garrett Norton is a registered investment advisor at LPL Financial LLC, based in Baton Rouge, LA, 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
13061 Great Tern Ave Suite A, Baton Rouge, LA, 70810
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Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Garrett operates East Pointe Wealth Advisors Inc. as a DBA for his LPL business. He is also the Business Owner/President of Mayfair Medical, LLC, dedicating a few hours per week to this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Hancock Whitney Investment Services INC.Broker
Hancock Whitney Investment Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.