Troy Breitmann is a CFP-designated registered investment advisor at LPL Financial LLC, based in Augusta, GA, with 2 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
7 George C Wilson Ct, Augusta, GA, 30909-6593
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy operates Queensborough Investments as a DBA for his LPL business since September 2023. He also works as a Trust Officer for Queensborough National Bank & Trust since January 2024, dedicating nearly full-time hours to this role during trading hours.
Employment History
Current Registrations
LPL Financial LLC
State Registrations1 state
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