Elizabeth Baker is a registered investment advisor at LPL Financial LLC, based in Camden, SC, 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
1034 Broad Street, Camden, SC, 29020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth operates Lumen Financial Planning and Wealth Management as a DBA for her LPL business. She also has interests in Camden Financial Partners LLC, Gen W X Y Holdings LLC (real estate), and JLP Morphs (reptile breeding), dedicating minimal time to the first two and about a quarter of her time to the last.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations9 states
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