Faith Olsen is a CFP-designated registered investment advisor at LPL Financial LLC, based in S Setauket, NY, with 39 years of industry experience. Faith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
102 Strathmore Village Dr, S Setauket, NY, 11720-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2016Other Business Activities
Faith manages investments for Magna Carta, LP, a family limited partnership, dedicating minimal time. Dynasty Financial Strategies is a DBA for Faith's LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Jonathan Alan & CO., INC.Broker
State Registrations20 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.