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Connor Holton

LPL Financial LLC
1 Year of Experience
Bingham Farms, MI
BrokerSells Insurance
View SEC Summary
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Connor Holton is a registered investment advisor at LPL Financial LLC, based in Bingham Farms, MI, with 1 years of industry experience. Connor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Connor works full-time at Spartan Wealth Management as a DBA for securities. He also sells fixed annuities, life/health, and LTC insurance products, dedicating a few hours per week to this activity, and is a Registered Representative with Cadaret Grant and Company, spending about a quarter of his time there.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2025 - Present · 1 yr 3 mos
Spartan Wealth Management
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
May 2025 - July 2025 · 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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