Nathan Kross is a registered investment advisor at LPL Financial LLC, based in Williamsville, NY, 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
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
5930 Main Street Suite 400, Williamsville, NY, 14221
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan is a part owner in several businesses including Papas 1177 Abbott Road, Inc., Dancing Dragons LLC, Papa's Pizza Oven, and Variance Enterprises LLC, dedicating significant time to Papa's Pizza Oven as Vice President and Financial Controller. He also works as support staff/assistant advisor at Kapanek Wealth Partners.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
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