Debra Fournier
Debra Fournier is a CFP-designated registered investment advisor at LPL Financial LLC, based in Spring Lake, NJ, with 32 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
2006 Highway 71, Suite 1, Spring Lake, NJ, 07762
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
Debra is involved with community, civic, and charitable boards, spending about 10-20% of her time. She also owns Fiscal Fitness for Women, dedicating minimal time, and acts in a fiduciary capacity for her sister, also dedicating minimal time. Finally, she is associated with Fournier Financial Group Inc. and Seaview Wealth Management, LLC, both DBAs for her LPL business, spending nearly full-time on Seaview Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Harbor Lights Financial Group,inc
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Copeland Equities, INC.Broker
Guardian Investor Services CorporationBroker
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.