Brian Haughney is a registered investment advisor at LPL Financial LLC, based in Bayonne, NJ, with 6 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
9 W 8th St, Bayonne, NJ, 07002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian operates Bergen Point Wealth Management as a DBA for his LPL business, dedicating full-time hours to it. He also works with Hogan & Associates LLC providing tax preparation, accounting, and CPA services for a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Deutsche Bank Securities INC.Broker
Dresdner Kleinwort Securities LLCBroker
Dresdner Kleinwort Wasserstein - Grantchester, INC.Broker
State Registrations1 state
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.