Cole E c Backenstose
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCSep 2023 to now
- Member's First Federal Credit UnionJan 2022 to now
- Cole Backenstose -self EmployedNov 2019 to Mar 2021
- Hershey Entertainment & Resorts- Hershey Country ClubJun 2019 to Jan 2022
- Shippensburg UniversitySep 2017 to May 2019
- Pennsylvania State University, Capital CampusSep 2015 to May 2017
- Smoked Bar & GrillMay 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7807348
- Firm CRD
- 6413