Alicia Boylan is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 23 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
201 Washington St Ste 300, Boston, MA, 02108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
American Beacon Advisors, INC.
Resolute Investment Distributors, INC.Broker
State Street Global Advisors Funds Distributors, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Morgan Stanley Dw INC.Broker
Fahnestock & CO. INC.Broker
Cibc World Markets CORP.Broker
State Registrations2 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.