Wyatt Smith is a CFP-designated registered investment advisor at LPL Financial LLC, based in Williamston, MI, with 4 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
148 E Grand River Ave., Williamston, MI, 48895
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wyatt operates Evangelista & Associates as a DBA for his LPL business and spends full-time hours on it. He is also an IAR for CG Advisory Services and Evangelista & Associates, both registered investment advisor firms, dedicating full-time hours to these activities as well.
Employment History
Current Registrations
LPL Financial LLCBroker
Cg Advisory Services
Previous Registrations
Plante Moran Financial Advisors
State Registrations3 states
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