Brian Lynn is a CFP-designated registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 31 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
1 Holtec Drive Ste 201, Marlton, NJ, 08053
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Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Brian operates his LPL business under the DBA Claritas Financial Partners. He also serves as Assistant Treasurer for The Nance Corporation, a family business, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 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.