Peter Lynch is a registered investment advisor at LPL Financial LLC, based in Manor, TX, 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
11940 E Us 290, Manor, TX, 78653
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Capital Cities Asset Management INC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Chatfield Dean & CO., INC.Broker
Olde Discount CorporationBroker
State Registrations19 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.