Raymond
Beloin

Lpl Financial LLC

CRD#2068588
Investment Advisor
in West Hartford, CT

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About this Advisor

Raymond Beloin is a financial advisor based in West Hartford, Connecticut, working with Lpl Financial LLC. Raymond has previously held positions at Webster Investment Services, Inc and Lpl Financial, LLC. Raymond has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Raymond is part of Lpl Financial LLC, which operates out of West Hartford, Connecticut. 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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

65 Lasalle Rd, 1St Floor.
West Hartford, CT 06107

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CT Average: $646,059,043
Total Number of Employees

35,841

CT Average: 13
Total Number of Accounts

1,910,545

CT Average: 661
Average Account Size

$242,588

CT Average: $977,396

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

Raymond Beloin Work History

2011 - Present (13 years)

Lpl Financial, LLC

1999 - 2017 (18 years)

Webster Investment Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Raymond Beloin 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

Eric Matthews
Fort Mill, SC
Nicole Wilson
Glen Arm, MD
Meghan Clancy
Hollywood, FL
Tyler Zavala
Peoria, AZ
Alexander Brown
San Diego, CA
Christopher Claude
Altamonte Springs, FL
Kyle Hurt
San Diego, CA
Kedishia Grant
Fort Mill, SC

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.

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