Barbara Deel
Barbara Deel is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Boca Raton, FL, with 33 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
7777 Glades Road, Suite 100, Boca Raton, FL, 33434
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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 Registrations32 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.