Tiffany Cote is a registered investment advisor at LPL Financial LLC, based in Bellevue, WA, with 24 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
11245 SE 6th St Bldg B # 120, Bellevue, WA, 98004-6499
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Regulatory History
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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Tiffany is a registered investment advisor DBA and DBA for LPL business under B3 Wealth Strategies, dedicating full-time hours to these activities. She also works as a notary, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
B3 Wealth Strategies
Previous Registrations
Financial Advocates Advisory Services, LLC
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
State Registrations1 state
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.