Crystal
Betterman
Lpl Financial LLC
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About this Advisor
Crystal Betterman is a financial advisor based in Aurora, Colorado, working with Lpl Financial LLC. Crystal has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Bank Na, Wells Fargo Clearing Services, LLC, Bmo Bank Na, Bancwest Investment Services, Inc, and Lpl Financial LLC. Crystal has passed the Series 66 regulatory exam and is registered to provide services in California and Colorado. Currently, Crystal is part of Lpl Financial LLC, which operates out of Aurora, Colorado. 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
Crystal Betterman Work History
Lpl Financial LLC
Bmo Bank Na
Bancwest Investment Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Crystal Betterman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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