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Benjamin Link

LPL Financial LLC
22 Years of Experience
Greensboro, NC
1 DisclosureBroker
View SEC Summary
View SEC Summary

Benjamin Link is a registered investment advisor at LPL Financial LLC, based in Greensboro, NC, with 22 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

701 Green Valley Rd, Ste. 302, Greensboro, NC, 27408

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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.
Employment Separation After Allegations
March 2016
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Benjamin is a Notary in the state of North Carolina since 2020. This activity is investment-related.

Employment History
Current Registrations
LPL Financial LLC
September 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
September 2022 - Present · 4 yrs 1 mo
LPL Financial LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - September 2022 · 1 yr 7 mos
Truist Advisory Services, INC.
February 2021 - September 2022 · 1 yr 7 mos
Bb&t Securities, LLC
June 2016 - February 2021 · 4 yrs 8 mos
Bb&t Securities, LLCBroker
May 2016 - February 2021 · 4 yrs 9 mos
UBS Financial Services INC.
July 2011 - April 2016 · 4 yrs 9 mos
UBS Financial Services INC.Broker
July 2011 - April 2016 · 4 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Citigroup Global Markets INC.
February 2006 - May 2007 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2007 · 1 yr 3 mos
Legg Mason Wood Walker INC
October 2003 - February 2006 · 2 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
October 2003 - February 2006 · 2 yrs 4 mos
State Registrations18 states
AKALAZCAFLGAIAKYMANCNVNYOHPASCTNTXVA
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.
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