Raymond Beloin
Raymond Beloin is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in West Hartford, CT, 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
65 Lasalle Rd, 1st Floor., West Hartford, CT, 06107
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2010Other Business Activities
Raymond is involved in real estate rental through Hill Asset Management, LLC, dedicating minimal time. He also works full-time for Connecticut Investment Advisors, Inc. and BelCo Investment Group, both DBAs for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Webster Investment Services, INC
Webster Investment Services, INC.Broker
Liberty Securities CorporationBroker
Nutmeg Securities, LTD.Broker
Main Street Management CompanyBroker
Edward D. Jones & CO., L.P.Broker
Polaris Financial Services, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations33 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.