Hope StrongCRD Number: 5056681
Current Firm: Lpl Financial LLC
Hope Strong (CRD# 5056681) is an Investment Advisor Representative working at Lpl Financial LLC in Huntsville, AL and has over 15 years of experience in the finance industry. Hope Strong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Hightower Advisors, LLC
Raymond James Financial Services Advisors, Inc.
|Lpl Financial LLC||Huntsville, AL||Oct 2018 - Current||3|
|Redstone Federal Credit Union||Huntsville, AL||Oct 2018 - Current||3|
|Oneascent Financial Services LLC||Birmingham, AL||Mar 2017 - Oct 2018||1|
|Ameriprise Financial Services, Inc.||Huntsville, AL||Jun 2016 - Feb 2017||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - May 2016||1|
|Morgan Stanley Smith Barney LLC||Huntsville, AL||Jan 2014 - May 2016||2|
|Wells Fargo Advisors LLC||Huntsville, AL||May 2009 - Jan 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2006|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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