Stanley Fanfan is a registered investment advisor at LPL Financial LLC, based in Boston, MA, with 17 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
25 Stuart Street, Boston, MA, 02116
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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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Stanley operates Webster Investments as a DBA for his LPL business. He also owns BPF Lux Transport LLC, dedicating minimal time, and a real estate rental, also dedicating minimal time. Additionally, Stanley is the owner, producer, and host of The Pressure Point Podcast, spending about 10-20% of his time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
John Hancock Advisers, LLC
John Hancock Distributors LLCBroker
Banc of America Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations7 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.