Barbara Stroup is a registered investment advisor at LPL Financial LLC, based in Shippenville, PA, with 25 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
21119 Paint Blvd, Shippenville, PA, 16254
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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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Barbara operates under the DBAs Berteotti Insurance & Financial Services (since 2014) and Hewlett Financial Group (since 2024), dedicating full-time hours to these LPL business entities. She also acts as a notary for in-house client documents, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC InvestmentsBroker
PNC Investments
LPL Financial LLCBroker
LPL Financial LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Wachovia Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
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.