Nicole Wilson is a registered investment advisor at LPL Financial LLC, based in Glen Arm, MD, 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
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
12017 Glen Arm Rd, Glen Arm, MD, 21057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole operates her LPL business under the DBA Advanced Financial Consultants, taking about half of her time. She also owns rental real estate and provides tax preparation, accounting, and software services, dedicating about a quarter of her time to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations1 state
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.