Lpl Financial LLC
About this Advisor
Wesley Golie is an advisor who lives in Missoula, Montana. Currently a registered advisor at Lpl Financial LLC, they have gathered 17 years of professional experience as a registered advisor. Golie holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Golie can advise investors in Montana. Golie has gained experience at First Interstate Bank, Cetera Investment Services LLC, Lpl Financial, LLC and Oppenheimerfunds Distributor, Inc. Lpl Financial LLC is headquartered in Missoula, Montana, and operates out of 9,519 additional offices in the nation. In aggregate, Lpl Financial LLC manages $208 billion in assets throughout 892,326 accounts and retains more than 23,035 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 28% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lpl Financial LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Wesley Golie Work History
Wesley has 17 years of experience.
First Interstate Bank
Lpl Financial, LLC
Cetera Investment Services LLC
Oppenheimerfunds Distributor, Inc
Wesley Golie has no disclosures.
Please visit their SEC profile for more details.
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