Connor Makis is a registered investment advisor at LPL Financial LLC, based in Littleton, CO. 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
5944 South Kipling Street, Suite 100, Littleton, CO, 80127
Get directionsHistory
Regulatory History (1)
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Financial
September 2023Final
Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 9 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr
State Registrations1 state
CO
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.