Judith Osborn is a PFS-designated registered investment advisor at LPL Financial LLC, based in North Reading, MA, with 22 years of industry experience. Judith 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
352 Park St Ste 201, North Reading, MA, 01864-2156
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Judith operates under the DBA Osborn Financial Group since 2013. She also provides tax preparation, accounting, and CPA services as Judith Osborn CPA since 2022.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Pinnacle Private Wealth, LLC
LPL Financial LLC
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations12 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.
Exams
More Advisors
- Heather Watts, CFPLPL Financial LLC
- Joyce Curtis, CFPLPL Financial LLC
- Gerald JamgochianLPL Financial LLC
- Dennis Fergusson, CFPCommonwealth Financial Network
- Dallas Coffman, CFP, ChFCWhitman Financial Services, LLC.
- Aaron Ezra, CFPStrategic Advisers LLC