Cosette Mcelroy is a registered investment advisor at LPL Financial LLC, based in Reno, NV, with 2 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
5335 Kietzke Ln Ste 207, Reno, NV, 89511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cosette operates Platinum Wealth Management as a DBA for her LPL business and co-owns The Office Golf Club. She also works as a bartender, is involved with Arbonne, bakes, and is a board member for a country club league, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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