Leeann Barron is a registered investment advisor at LPL Financial LLC, based in Cisco, TX, with 19 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
102 E. 8th Street, Cisco, TX, 76437
Get directionsHistory
Regulatory History (1)
Financial
December 2024Other Business Activities
Leeann is the owner and sole tax preparer for Foursquare Tax Service since 2020, dedicating about a quarter of her time. She is also a member of Legacy Cemetery Curbing & Landscaping LLC since January 2024, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Edward D. Jones & CO., L.P.Broker
State Registrations6 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.