Susan Daileader
Susan Daileader is a CFP-designated registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 23 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
150 Grossman Dr, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan operates her LPL business through Rockland Trust Financial Services. She also sells fixed annuities, fixed/whole life insurance through SBLI of MA and insurance/LTC through Capitas Financial LLC, dedicating about 10-20% of her time to these activities, and acts as a relationship manager for Rockland Trust's wealth management group, dedicating about a quarter of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ifmg Securities, INC.Broker
Fis Securities, INC.Broker
State Registrations1 state
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