Crystal Lance is a registered investment advisor at LPL Financial LLC, based in Warrensburg, IL, with 15 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
450 E Main St, Warrensburg, IL, 62573
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Crystal is a consultant for Arbonne International, selling skincare, health, and wellness products, dedicating about 10-20% of her time. She also operates under Buena Vista Investment Services as a DBA for her LPL business, which takes up her full-time work hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations10 states
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