Lynn Braban is a registered investment advisor at LPL Financial LLC, based in Hopewell Junction, NY, with 19 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
2537 Rt-52 Heritage Exe Ste, Bldg 3 Ste 1, Hopewell Junction, NY, 12533
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lynn performs administrative and marketing duties for TJP Wealth Solutions, and is involved in marriage & family divorce mediation and as a Certified Divorce Financial Analyst (CDFA). Lynn also serves as power of attorney for her mother, and owns Finding Common Ground for tax purposes related to her CDFA and mediation work.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
LPL Financial LLCBroker
Invest Financial CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.Broker
State Registrations5 states
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.