Konner Lessard is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vancouver, WA, 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
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
16701 SE Mcgillivray Blvd #265, Vancouver, WA, 98683
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Konner operates The Gorge Wealth Advisors as a DBA for his LPL business, dedicating full-time hours to it. He also works for Reaves & Co CPA PS doing tax preparation/accounting for a few hours per week, and spends minimal time on graphic design for Northwest Auto Accessories and managing DH Moore Family LLC and Disc Co LLC.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations8 states
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