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Elizabeth Glazier

6 Years of Experience
Priest River, ID
BrokerSells Insurance

Elizabeth Glazier is a registered investment advisor at LPL Financial LLC, based in Priest River, ID, with 6 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

Priest River, ID

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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 ActivitiesSells Insurance

Elizabeth is associated with Gateway Financial Partners as a DBA for her LPL business and for non-variable insurance products. Both activities are investment-related and started in March 2021.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Edward Jones
July 2019 - February 2021 · 1 yr 7 mos
Edward JonesBroker
June 2019 - February 2021 · 1 yr 8 mos
State Registrations11 states
AZCAIAIDMOMTNVORSCTXWA
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.