Natalie Lim-Taylor
Natalie Lim-Taylor is a registered investment advisor at LPL Financial LLC, based in Norman, OK, 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
521 Merchant Drive Suite 100, Norman, OK, 73069
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Regulatory History (1)
Customer Dispute
July 2019Other Business Activities
Natalie operates under the DBA NMLT Wealth Management for her LPL business, dedicating full-time hours to it. She also has BNT Farms LLC for tax/investment purposes and BNT LakeStay LLC for real estate rental, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.