Benjamin
Lemon
Lpl Financial LLC
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About this Advisor
Benjamin Lemon is a financial advisor based in Pasadena, California, working with Lpl Financial LLC. Benjamin has previously held positions at Waddell And Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Ecs - Investment Committee Chair, Bni, Huntington Library Chapter, 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, and Montecedro Board Of Directors. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Texas, Washington, and Wisconsin. Currently, Benjamin is part of Lpl Financial LLC, which operates out of Pasadena, California. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
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
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, Huntington Library Chapter
Bni San Gabriel And Inland West
Montecedro Board Of Directors
Silver Lake Chamber
Financial Planning Assoc - San Gabriel Valley
Episcopal Communities & Svcs-Board Of Directors
Ecs - Investment Committee Chair
Waddell And Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
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
Eugene, OR
La Jolla, CA
Fort Mill, SC
San Diego, CA
Baton Rouge, LA
Abingdon, VA
Hyde Park, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
