Linda Pressler is a PFS-designated registered investment advisor at LPL Financial LLC, based in Woolwich Township, NJ, with 19 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
Woolwich Township, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda is the President of The Pressler Group, PC, a tax preparation/accounting/CPA firm, dedicating about a quarter of her time to this investment-related activity since 2002. She also operates TPG Wealth Planners, LLC as a DBA for her LPL business, spending nearly full-time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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