Mary Tryon is a registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 24 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
1235 Westlakes Dr Ste 260, Berwyn, PA, 19312
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Regulatory History (1)
Employment Separation After Allegations
February 2018Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1914 Advisors
Boenning & Scattergood, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Deutsche Bank Securities INC.Broker
UBS Financial Services INC.Broker
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.