Barbara Shapiro
Barbara Shapiro is a CFP-designated registered investment advisor at LPL Financial LLC, based in Dedham, MA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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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
3 Allied Dr Ste 303, Dedham, MA, 02026
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Customer Dispute
September 2014Other Business ActivitiesSells Insurance
Barbara is an insurance agent since 1991, dedicating about 40% of her time to selling variable annuities, disability insurance, and life insurance. She is also a Certified Divorce Financial Analyst, a Certified Financial Transitionist, and a Managing Director at Riley and Shapiro, spending a significant amount of time on these activities.