Carey Tremaine
Carey Tremaine is a registered investment advisor at LPL Financial LLC, based in Carnation, WA, with 45 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
4775 Tolt Avenue, Carnation, WA, 98014
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1983Other Business Activities
Carey operates under the DBA Tremaine Investment Group, Inc. since 2010. Carey also owns rental real estate through Carnation Station, LLC and Tolt Hall Associates, LLC, and provides consulting services to Sno-Valley Senior Center for minimal time each month.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Tremaine Investment Advisors, INC.
A. G. Edwards & Sons, INC.Broker
Piper Jaffray INC.Broker
Cosse' International Securities, INC.Broker
Harper, Mclean & CompanyBroker
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.