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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Cornerstone Wealth Management, LLC 6 years, 11 months Aug 2012 - Present
Lpl Financial, LLC 10 years, 1 month Jun 2009 - Present
Are You
Donald Paul Aulbert II?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 3, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 3, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on June 5, 2019
    • $159.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 787K
      Accounts
    • $202.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
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