Susan Lennon is a registered investment advisor at LPL Financial LLC, based in Commerce, TX, with 22 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
1311 Live Oak Street, Commerce, TX, 75428-2577
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Regulatory History (1)
Criminal
April 1980Other Business Activities
Susan is involved in several business activities, including selling sponsorships for Two Bulls Group events, owning Rusty Spur Mercantile as a jewelry designer, and co-owning Lennon Cattle Company, Inc. She also provides no-fee notary services and is involved with Cedar Creek and Pence Financial Group LLC, dedicating full-time hours to the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Bsc Securities L.C.Broker
State Registrations1 state
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.