Beth Plentzas is a registered investment advisor at LPL Financial LLC, based in Bedford, NH, with 32 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
43 Constitution Dr., Bedford, NH, 03110
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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
Beth operates under the DBA Northeast Planning Associates, Inc. and works as a broker with various health insurance carriers, dedicating about 10-20% of her time to insurance and nearly full-time to the DBA. She also provides financial planning services as a registered investment advisor, spending minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northeast Planning Associates, INC.
Previous Registrations
Mutual Service CorporationBroker
Veravest Investments, INC.Broker
State Registrations29 states
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