Jennifer Mccarthy is a registered investment advisor at LPL Financial LLC, based in Lexington, MA, 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
33 Bedford St Suite 9, Lexington, MA, 02420
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer owns Horizon Realty, LLC, a real estate rental business, dedicating minimal time. She also has MJM Sunset Inc for tax/investment purposes and spends full-time on Horizon Wealth Partners, a DBA for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Pioneer Institutional Asset Management, INC.
Pioneer Investment Management, INC.
Pioneer Funds Distributor, INC.Broker
Bny Investment Center INC.Broker
Essex National Securities, INC.Broker
State Registrations19 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.