Nicole Loden
Nicole Loden is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ann Arbor, MI, with 7 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
2950 S. State Street, Suite 340, Ann Arbor, MI, 48104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicole operates Evangelista & Associates as a DBA for her LPL business and provides investment advisory services through Capital Asset Advisory Services, LLC, CG Advisory Services and Evangelista & Associates, dedicating nearly full-time hours to these activities. She also works with Ash Brokerage selling non-variable insurance, spending about 10-20% of her time on this.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cg Advisory Services
Previous Registrations
Geneos Wealth Management, INC.Broker
State Registrations3 states
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