Molly Cooper is a CFP-designated registered investment advisor at LPL Financial LLC, based in Denver, CO, with 12 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
1934 Market Street, Denver, CO, 80202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Molly operates HD Wealth Strategies as a DBA for her LPL business since 2017 and provides administrative support, dedicating about 10-20% of her time. She also operates Higgins & Schmidt Wealth Strategies as a DBA for her LPL business, spending nearly full-time hours on it.
Employment History
Current Registrations
LPL Financial LLCBroker
Higgins & Schmidt Wealth Strategies LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations2 states
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