Braden Taylor is a registered investment advisor at LPL Financial LLC, based in Vancouver, WA, with 3 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
105 West Evergreen Blvd, Ste 101, Vancouver, WA, 98660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Braden operates Mansur Financial LLC as a DBA for his LPL business and PNW Wealth Advisors for tax/investment purposes, dedicating full-time hours to the latter. He also works as a pro shop attendant at Camas Meadows Golf Course, spending about 10-20% of his time there.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
State Registrations4 states
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