Aaron Oskey is a registered investment advisor at LPL Financial LLC, based in Rochester, MI, with 17 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
950 W University Dr Ste 201, Rochester, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is the owner of Oskey Investment Group LLC and Oskey LLC, both business entities for tax/investment purposes. He also owns Christopher Care, Choosing Life and uses Lakeview Financial Consultants as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.Broker
Waddell & Reed, INC.Broker
Cfd Investments, INC.Broker
State Registrations21 states
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.