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Deborah Frech

25 Years of Experience
Columbia, MD
Broker

Deborah Frech is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

10500 Little Patuxent Pkwy, Ste 710, Columbia, MD, 21044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Deborah operates BFJ Financial Group and BFJ Wealth Management, both investment-related businesses. She is also involved with Bell, Frech & Jacobs CPA firm, providing tax preparation and accounting services, and owns real estate rental property.

Employment History
Current Registrations
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - December 2021 · 2 yrs 2 mos
Avantax Advisory Services
October 2019 - December 2021 · 2 yrs 2 mos
Bfj Wealth Management, LLC
February 2016 - December 2021 · 5 yrs 10 mos
1st Global Advisors INC
April 2005 - October 2019 · 14 yrs 6 mos
1st Global Capital CORP.Broker
December 2004 - October 2019 · 14 yrs 10 mos
H.D. Vest Investment ServicesBroker
June 2000 - January 2005 · 4 yrs 7 mos
State Registrations22 states
CACODCDEFLGAHIMDMIMNMTNCNJNYOHPASCSDTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Deborah Frech - Financial Advisor | TrueAdvisor