TrueAdvisor
TrueAdvisor
CT
ChFC
CT
ChFC

Connell Tarr

LPL Enterprise, LLC
53 Years of Experience
Wakefield, MA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Connell Tarr is a ChFC-designated registered investment advisor at LPL Enterprise, LLC, based in Wakefield, MA, with 53 years of industry experience. Connell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 Edgewater Drive, Suite 595, Wakefield, MA, 01880

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Prudential Financial Planning Services
June 2014 - November 2024 · 10 yrs 5 mos
Pruco Securities, LLC.Broker
May 2014 - November 2024 · 10 yrs 6 mos
Metlife Securities INC.Broker
April 2008 - May 2014 · 6 yrs 1 mo
MML Investors Services, INC.Broker
June 2006 - April 2008 · 1 yr 10 mos
Princor Financial Services Corporation
March 2004 - June 2006 · 2 yrs 3 mos
Princor Financial Services CorporationBroker
January 2004 - June 2006 · 2 yrs 5 mos
Hornor, Townsend & Kent, INC.
April 1999 - January 2004 · 4 yrs 9 mos
Hornor, Townsend & Kent, INC.Broker
May 1987 - January 2004 · 16 yrs 8 mos
New England Securities CorporationBroker
September 1984 - May 1987 · 2 yrs 8 mos
Phoenix Equity Planning CorporationBroker
July 1973 - September 1984 · 11 yrs 2 mos
State Registrations12 states
AKCTFLGAMAMENCNHNJNYTXVT
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.
More Advisors
More financial advisors in Wakefield, MA →All financial advisors in Massachusetts →