Judith Osborn is a PFS-designated registered investment advisor at LPL Financial LLC, based in North Reading, MA, 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
352 Park St Ste 201, North Reading, MA, 01864-2156
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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.
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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 Registrations10 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.