Ryan Connelly is a registered investment advisor at LPL Financial LLC, based in Gurnee, IL, with 27 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
1800 Nations Dr Ste 201, Gurnee, IL, 60031
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Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Ryan is involved with Heritage Wealth Partners, Light the Lamp Wealth Management, LLC, and Heritage Wealth Advisors, LLC, all investment-related entities. He dedicates about a quarter of his time to each of these businesses.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Harris Investor Services, INC.
Harris Investor Services, INC.Broker
Harrisdirect LLC
Harrisdirect LLCBroker
Ameritas Investment CORP.Broker
Harris Investorline INC.Broker
Tcf Securities, INC.Broker
State Registrations34 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.