Siddharth Misra is a registered investment advisor at LPL Financial LLC, based in Warren, NJ, with 12 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
101 Town Center Dr Ste 111, Warren, NJ, 07059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Siddharth operates under two DBAs for his LPL business: Beacon Financial Group Inc. since 2017, taking a few hours per week, and MPowered Finance since 2020, taking about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
National Planning CorporationBroker
AXA Distributors, LLCBroker
State Registrations18 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.