Elizabeth Dean is a registered investment advisor at LPL Financial LLC, based in York, PA, with 13 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
2010 S Queen St, York, PA, 17403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth operates Life's Journey Financial LLC as a DBA for her LPL business and Elizabeth A. Adams, LLC for tax/investment purposes, each requiring minimal time. She also works as a musician/singer, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations15 states
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