Lindsey Breckenridge
Lindsey Breckenridge is a registered investment advisor at LPL Financial LLC, based in Eagle, ID, with 11 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
1193 East Winding Creek Drive, Suite 101, Eagle, ID, 83616
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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
Lindsey is involved with several business activities, including Breckenridge Enterprises LLC (for tax/investment purposes), Associates of Clifton Park (insurance), Breckenridge Investment Group (DBA for LPL business), and Breckenridge Land & Cattle Company. Lindsey dedicates about 10% of her time to Breckenridge Enterprises LLC and a few hours per week to Associates of Clifton Park and Breckenridge Investment Group.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations21 states
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