Barton Liro is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 18 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
150A Andover St Ste 2, Danvers, MA, 01923
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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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Barton owns rental real estate, dedicating minimal time to it. He also has two DBAs for his LPL business and a business entity for tax/investment purposes, spending nearly full-time hours on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hendricks Wealth and Estate Management
Hero Investment Planners LLC
Cetera Advisors LLC
Cetera Advisor Networks LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Investment Management LLC
First Allied Asset Management, INC.
First Allied Securities, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
State Registrations9 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.