BB
BB

Benjamin Burkley

16 Years of Experience
Grove City, PA
Broker

Benjamin Burkley is a registered investment advisor at LPL Financial LLC, based in Grove City, PA, with 16 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

1235 S Center Street Ext, Grove City, PA, 16127

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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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Other Business Activities

Benjamin operates his LPL business through Stratos Wealth Partners and Butson Financial Advisors LLC. He dedicates full-time hours to providing investment advisory services through Stratos Wealth Partners, LTD.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLCBroker
October 2017 - Present · 8 yrs 9 mos
Stratos Wealth Partners, LTD
October 2017 - Present · 8 yrs 9 mos
Previous Registrations
Hefren-Tillotson, INC.
October 2015 - August 2017 · 1 yr 10 mos
Hefren-Tillotson, INC.Broker
October 2015 - August 2017 · 1 yr 10 mos
Absolute Capital Management, LLC
June 2014 - October 2015 · 1 yr 4 mos
Federated Global Investment Management CORP.
April 2011 - November 2013 · 2 yrs 7 mos
Mdt Advisers, a Division of Federated Mdta LLC
January 2011 - November 2013 · 2 yrs 10 mos
Federated Investment Counseling
March 2010 - November 2013 · 3 yrs 8 mos
Federated Securities CORP.
March 2010 - November 2013 · 3 yrs 8 mos
Federated Securities CORP.Broker
December 2009 - November 2013 · 3 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2008 - December 2008 · 3 mos
Edward Jones
September 2007 - April 2008 · 7 mos
Edward JonesBroker
August 2007 - April 2008 · 8 mos
State Registrations19 states
AKARCADEFLILINLAMDMIMSNCNJNYOHPASCTXVA
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.
Benjamin Burkley - Financial Advisor | TrueAdvisor