Wayne Bloom is a registered investment advisor at LPL Financial LLC, based in Waltham, MA, with 36 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
275 Wyman Street, Ste. 400, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is a director of CFN Holding Company, Inc., a private holding company for CFN Ventures, LLC. He also serves as a board member for Advisor360, LLC, a financial technology platform developer, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations17 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.