Brooke Delaney is a registered investment advisor at LPL Financial LLC, based in San Rafael, CA, with 9 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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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.
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Brooke provides administrative support to Global Retirement Partners, LLC, dedicating about half of her time. She also works full-time for HUB International as an AVP in Business Development and supports advisors under the HUB Retirement and Wealth Management DBA.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
Previous Registrations
Foundational Retirement Solutions LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
State Registrations1 state
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