Lynda Beisner
Lynda Beisner is a registered investment advisor at LPL Financial LLC, based in Pleasant Valley, NY, with 30 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
12 North Ave, Pleasant Valley, NY, 12569
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Regulatory History (1)
Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Lynda is doing business as HVFCU Financial Services since 2007 and Wealth Management at Hudson Valley Credit Union since 2019. She also owns rental real estate and offers non-variable insurance products, including Medicare plans, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PFS Investments INC.Broker
UBS Financial Services INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
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.