Hugh Breslin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Baltimore, MD, with 18 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
1500 Sulgrave Ave, Baltimore, MD, 21209
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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
Hugh operates his LPL business through Armstrong Dixon, offering insurance and advisory services, dedicating full-time hours. He also provides investment advisory services through ADE LLC and sells non-variable insurance through Capitol Metro, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
Armstrong Dixon
LPL Financial LLCBroker
Previous Registrations
Triad Advisors, INC.
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.