Sarin Barsoumian
Sarin Barsoumian is a CFP-designated registered investment advisor at LPL Financial LLC, based in Burlington, MA, with 20 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
1 Garfield Circle Unit 2, Burlington, MA, 01803
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sarin operates SMB Financial Strategies as a DBA for their LPL business, dedicating a full-time commitment to it. Sarin also owns rental real estate and is an insurance agent selling non-variable insurance, dedicating minimal time to each, and operates Green Bee Advisory LLC as a DBA for their LPL business, dedicating about 10-20% of their time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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