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Remington Raden

5 Years of Experience
Cedar Falls, IA
Broker

Remington Raden is a registered investment advisor at LPL Financial LLC, based in Cedar Falls, IA, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

411 Clay Street (Br #1), Cedar Falls, IA, 50613

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Remington operates under the DBAs Jacobson Financial Services Inc. and Jacobson & Co for his LPL business, dedicating full-time hours. He also works as a tax preparer for Jacobson Tax Solutions, LLC, spending about a quarter of his time.

Employment History
Current Registrations
LPL Financial LLC
October 2020 - Present · 5 yrs 7 mos
LPL Financial LLCBroker
July 2020 - Present · 5 yrs 10 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Remington Raden - Financial Advisor | TrueAdvisor