Connor Delaney is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, with 6 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
10500 Little Patuxent Pkwy, Ste 710, Columbia, MD, 21044
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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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Connor is involved in tax preparation/accounting with Bell, Frech & Jacobs, LLC, and operates under the DBA BFJ Financial Group for his LPL business. He also works full-time for BFJ Wealth Management, LLC as a Registered Investment Advisor Hybrid.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bfj Wealth Management, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations21 states
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