Barbara Neal is a registered investment advisor at LPL Financial LLC, based in Zelienople, PA, with 14 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
Zelienople, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara is a notary public for the Commonwealth of Pennsylvania, a role she has held since 2004, dedicating minimal time. She is also the Owner-President and a board member of Slater Electric & Sons Inc., a small family business, and works as office staff, spending about 10-20% of her time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations35 states
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