Sean Leblanc
Sean Leblanc is a registered investment advisor at LPL Financial LLC, based in Great Barrington, 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
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
342 Stockbridge Rd, Great Barrington, MA, 01230
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 1997Other Business Activities
Sean has two DBAs: Union Capital Partners, LLC since 2008, and Adams Community Investment Services since 2011.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 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.