Barbara Delaney is a registered investment advisor at LPL Financial LLC, based in Palisades, NY, with 37 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Palisades, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara has several investment-related DBAs, including StoneStreet Equity, StoneStreet Advisor Group, and StoneStreet Renaissance. She is also employed by HUB International, dedicating full-time hours to this role, and provides investment advisory services through Global Retirement Partners, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
MML Investors Services, INC.Broker
G. R. Phelps & CO., INC.Broker
Gibraltar Securities CO.Broker
E. F. Hutton & Company INCBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.