Lpl Financial LLC

Investment Advisor
in Boston, MA
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About this Advisor

Brett Waterfield is a certified financial planner operating in Boston, Massachusetts, with 10 years of work experience. Waterfield is an advisor for Lpl Financial LLC. Over the course of their career, Waterfield has held roles at Waterstone Financial Group and Lpl Financial. Waterfield maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in Massachusetts. Lpl Financial LLC is a company that has its headquarters in Boston, Massachusetts. It has offices in 8,011 locations and a total of 22,703 employees. It controls $153 billion in assets under management across its 680,466 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 899 charities and foundations. Of its 680,466 accounts, 23% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number of services, including 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. Fees charged by financial advisors largely depend on the services offered. Fee types charged by Lpl Financial LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

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

75 State St Floor 22
Boston, MA 02109-1827

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


MA Average: $16,012,751,954
Total Number of Employees


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

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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

Brett Waterfield Work History

Brett has 10 years of experience.

2009 - Present (10 years)

Lpl Financial

2008 - 2009 (1 year)

Waterstone Financial Group


Brett Waterfield has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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