Rachael Conroy is a registered investment advisor at LPL Financial LLC, based in Holliston, MA, 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
Holliston, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachael operates under several DBAs related to her LPL business, including EF Financial, Dietz & Lynch Partners, Dietz & Lynch Capital, and BeautifulWealth. She also has an entity named Acire for tax/investment purposes and owns rental real estate, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Dietz & Lynch Capital
P.L.A.N.
401(k) Advisors Group
Fidelity Personal Trust Company, Fsb
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
National Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations27 states
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