Earl Clairmont is a CFP-designated registered investment advisor at LPL Financial LLC, based in Berwyn, PA, 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
Berwyn, PA
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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
Earl operates his LPL business through CPC Financial Planning, Inc., dedicating nearly full-time hours. He is also an agent for life, health, and disability insurance, and is involved with Tanglewood Financial Services, Inc. and Clairmont, Paciello & Co for tax and accounting purposes, spending about 10-20% of his time on the former and minimal time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Cpc Financial Planning, INC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations19 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.