ES
CFP
ES
CFP

Elaine Stansfield

25 Years of Experience
Woburn, MA
BrokerSells Insurance

Elaine Stansfield is a CFP-designated registered investment advisor at LPL Financial LLC, based in Woburn, MA, 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

400 Trade Center, Ste 5900, Woburn, MA, 01801

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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 ActivitiesSells Insurance

Elaine receives non-variable insurance trails from Crump in New Jersey, starting in 2000. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Waddell & Reed
February 2001 - July 2021 · 20 yrs 5 mos
Waddell & ReedBroker
July 2000 - July 2021 · 21 yrs
State Registrations20 states
AZCACOCTFLILMAMDMEMIMTNHNYORRISCTXVAVTWV
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.