Benjamin
Lemon
Lpl Financial LLC
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About this Advisor
Benjamin Lemon is a certified financial planner who works in Pasadena, California who has 2 years of relevant experience. Lemon works at Lpl Financial LLC. Throughout their career, they have worked at Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Antaeus Theatre Company, Ecs - Investment Committee Chair, Bni San Gabriel And Inland West, Financial Planning Association San Gabriel Valley Chapter, Financial Planning Assoc. Of California, Financial Planning Association, Lpl Financial LLC, Benjamin Lemon Inc, Financial Planning Assoc - San Gabriel Valley, Episcopal Communities & Svcs-Board Of Directors, Silver Lake Chamber, Bni, Huntington Library Chapter and Montecedro Board Of Directors. Lemon holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Texas, Washington and Wisconsin. Lpl Financial LLC is a financial advisory firm based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It has $368 billion in assets under management between its 1,688,501 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. Lpl Financial LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which services the firm provides the client. However, fee types charged by Lpl Financial LLC most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Benjamin Lemon Work History
Benjamin has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Financial Planning Association San Gabriel Valley Chapter
Financial Planning Association
Financial Planning Association San Gabriel Valley Chapter
Financial Planning Assoc. Of California
Benjamin Lemon Inc
Bni San Gabriel And Inland West
Bni, Huntington Library Chapter
Montecedro Board Of Directors
Silver Lake Chamber
Financial Planning Assoc - San Gabriel Valley
Antaeus Theatre Company
Episcopal Communities & Svcs-Board Of Directors
Ecs - Investment Committee Chair
Waddell And Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Lemon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Chico, CA
Charlestown, MA
Waukesha, WI
Newport Beach, CA
Corpus Christi, TX
Sea Girt, NJ
Bridgeport, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
