EL
EL

Elizabeth Langenberg

19 Years of Experience
Boston, MA
Broker

Elizabeth Langenberg is a registered investment advisor at LPL Financial LLC, based in Boston, MA, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

201 Washington St Ste 300, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 8 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
LPL Financial LLC
May 2016 - June 2017 · 1 yr 1 mo
LPL Financial LLCBroker
September 2014 - June 2017 · 2 yrs 9 mos
Beaumont Financial Partners LLC
July 2013 - May 2014 · 10 mos
Mfs Fund Distributors, INC.Broker
August 2012 - January 2013 · 5 mos
Sun Life Financial Distributors, INC.Broker
December 2009 - July 2012 · 2 yrs 7 mos
Evergreen Investment Services, INC.Broker
March 2004 - June 2008 · 4 yrs 3 mos
State Registrations1 state
MA
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.
Elizabeth Langenberg - Financial Advisor | TrueAdvisor