Eugene Oleary is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, 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
Williamsburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Metlife Securities INC.
New England SecuritiesBroker
Metlife Securities INC.Broker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Century Securities Associates, INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Ryan Beck & CO.Broker
Wachovia Securities, LLCBroker
Letsgotrade, INC.Broker
Waterhouse Securities, INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
H. C. Copeland and Associates Equities, INC.Broker
State Registrations53 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.