Aaron Thompson is a registered investment advisor at LPL Financial LLC, based in Columbia, IL, with 7 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
1000 Eleven S, Ste 3D, Columbia, IL, 62236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron operates under Triada Advisors and Cornerstone Wealth Management, providing investment advisory services. He dedicates a full-time commitment to these activities, operating through Cornerstone Wealth Management and its DBA, and also spends about two-thirds of his time on Cornerstone Wealth Portfolios.
Employment History
Current Registrations
LPL Financial LLC
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
State Registrations36 states
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