Barbara Deel
Barbara Deel is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 34 years of industry experience. Barbara 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
7777 Glades Road, Suite 100, Boca Raton, FL, 33434
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business ActivitiesSells Insurance
Barbara is an insurance agent selling various insurance products, including life insurance and annuities, through multiple entities, dedicating a few hours per week. She is also the VP of Financial Planning at American Investment Planners, dedicating about 20% of her time to this activity, and holds other roles such as Treasurer and Owner in separate ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Investment Planners LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Dunhill Equities, INC.Broker
State Registrations33 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.
Exams
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