Francis Lann
Francis Lann is a registered investment advisor at LPL Financial LLC, based in Lakewood, OH, 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
1456 Warren Rd Ste 102, Lakewood, OH, 44107
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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
Francis operates under the DBA Benefit Planning Inc. for his LPL business. He also dedicates about 10-20% of his time to Benefit Planning Inc. for seminar activities and minimal time to Lann Financial Services INC for non-variable insurance trails.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Money Concepts Advisory Service
Resource Horizons Investment Advisory, INC.
Resource Horizons Group LLCBroker
Sunset Financial Services, INC.Broker
State Registrations22 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.