Brooke Angelovich
Brooke Angelovich is a registered investment advisor at LPL Financial LLC, based in Missoula, MT, 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
2805 North Reserve St, Missoula, MT, 59808
Get directionsHistory
Regulatory History (1)
Criminal
February 2011Other Business Activities
Brooke is a business owner of Ruby Brews since March 2022, dedicating a few hours per week. She is also an Associate Wealth Advisor with Mountain America Investment Services, a DBA for LPL, since May 2021, spending about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations4 states
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.