Benjamin Burkhart is a CFP-designated registered investment advisor at LPL Financial LLC, based in York, PA, with 3 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
45 Wyntre Brooke Drive, York, PA, 17403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Benjamin is a partner and CFO of Mid Atlantic Car Fest LLC, dedicating minimal time to this non-investment related activity. He also works full-time for The Financial Advisory Group LTD as a DBA for his LPL business and spends about 10-20% of his time as an IAR for The Financial Advisory Group, providing financial planning and consulting services, and dedicates minimal time to photography.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
The Financial Advisory Group
State Registrations3 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.