Elizabeth Mclamb is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 26 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
Williamsburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth operates her LPL business under the DBA Future Benefits Corporation since April 2022. She is also a notary in the state of Virginia since December 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Davenport & Company LLC
Davenport & Company LLCBroker
Planco Financial Services, LLCBroker
First Union Securities, INC.
First Union Securities, INC.Broker
American Funds Distributors, INC.Broker
State Registrations2 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.