Benjamin Lingenfelter
Benjamin Lingenfelter is a registered investment advisor at LPL Financial LLC, based in Lake Grove, NY, 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
Lake Grove, NY
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2017Customer Dispute
August 2014Customer Dispute
February 2013Other Business Activities
Benjamin operates Lingenfelter Wealth Management as a DBA for his LPL business since 2011. He also works as a Code Enforcement Officer, dedicating about 10-20% of his time, with reduced hours during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
LPL Financial LLCBroker
David Lerner Associates, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations9 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.