Maryanne Bessler
Maryanne Bessler is a registered investment advisor at LPL Financial LLC, based in Lynbrook, NY, with 33 years of industry experience. Maryanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
50 Hempstead Ave Ste A, Lynbrook, NY, 11563
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2020Regulatory
June 2011Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Maryanne sells non-variable insurance, including health insurance to small businesses, by taking applications and submitting them to insurance companies. She also operates Strategic Focused Solutions, Inc., which is a DBA for her LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Investors Capital Advisory
Investors Capital CORP.Broker
Royal Alliance Associates, INC.Broker
Ryan Beck & CO.Broker
Gruntal & CO., L.L.C.Broker
Kirlin Securities INC.Broker
Stratton Oakmont INC.Broker
State Registrations9 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.
Exams
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