Leslie Archambault is a registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 28 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
153 Birch Mountain Rd, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leslie works as a notary and provides administrative support to Integrated Wealth Concepts, LLC, an independent investment advisor firm, dedicating about a quarter of their time. Leslie also works as an IAR for Integrated Wealth Concepts, LLC under the DBAs Coburn Financial and Integrated Financial Partners, and works under the DBAs Integrated Partners, Coburn Financial, and Integrated Financial Partners for LPL business, spending about half their time on these activities.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Coburn & Meredith, INC.
Coburn & Meredith, INC.Broker
State Registrations1 state
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