Ann Brinckman
Ann Brinckman is a CFP-designated registered investment advisor at LPL Financial LLC, based in Center Valley, PA, 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
4505 Saucon Creek Rd., Suite 100, Center Valley, PA, 18034
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ann operates Capital Planning Wealth Management as a DBA for her LPL business and is associated with Private Advisor Group, LLC. She also engages in non-variable insurance sales through LTCi Partners, One Resource Group, and LTC Choices, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Capital Planning Wealth Management
Private Advisor Group, LLC
State Registrations15 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.