Clean Yield Asset Management
32yrs
Top advisor by experience in Norwich
2yrs
Clara Cole
Financial advisor at LPL Financial
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office303 Main St, Norwich, VT 05055
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
Questions to ask Clara
Tailored to Clara’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Clara
How do I contact Clara?
Call LPL Financial at 704-733-3300 and ask for Clara Cole. Clara works from the Norwich, VT office.
How long has Clara been a financial advisor?
Clara has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Clara hold?
Series 66. Tap any license on this page to see what it allows.
Is Clara a fiduciary?
Clara is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clara paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Clara for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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