Paul Landry
Paul Landry is a registered investment advisor at LPL Financial LLC, based in Lowell, 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
222 Merrimack Street, Lowell, MA, 01852
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Regulatory History (1)
Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Paul sells fixed insurance products as an agent and is a referral agent for ADP payroll services. The insurance sales are investment-related, while the payroll referrals are not.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Citigroup Global Markets INC.Broker
Sunamerica Securities, INC.Broker
State Registrations4 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.