Caitlin Boshnack
Caitlin Boshnack is a registered investment advisor at LPL Financial LLC, based in Voorhees, NJ, with 8 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
Voorhees, NJ
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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
Caitlin operates her LPL business under multiple DBAs: Financial Advocacy Network (full-time), Generational Wealth Guardians (over full-time), and A New Dawn Financial (over full-time). She also sells non-variable insurance products, dedicating about 10-20% of her time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations11 states
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