Catherine Boyle is a registered investment advisor at LPL Financial LLC, based in Jericho, NY, 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
One Jericho Plaza, Jericho, NY, 11753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Catherine acts as an administrator in a fiduciary capacity for her father, dedicating minimal time to this investment-related activity. She also serves as a Senior Managing Director/Co-Team Lead at Webster Bank, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Securities, LLCBroker
Bny Mellon Capital Markets, LLCBroker
Bny Capital Markets INC.Broker
Salomon Smith Barney INC.Broker
Citicorp Securities, 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.