CE
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Chiosa-Abuofu Esume

1 Year of Experience
Twin Falls, ID
Broker

Chiosa-Abuofu Esume is a registered investment advisor at LPL Financial LLC, based in Twin Falls, ID, with 1 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1146 Eastland Dr N, Twin Falls, ID, 83301-8941

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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 Activities

Chiosa-Abuofu coaches basketball and at Canyon Ridge High School, dedicates minimal time to painting homes, and works for the City of Twin Falls full-time. He also operates WRI Investments as a DBA for his LPL business, dedicating about 10% of his time to it.

Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
April 2024 - Present · 2 yrs 1 mo
State Registrations3 states
IDNVTX
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.
Chiosa-Abuofu Esume - Financial Advisor | TrueAdvisor