Judith
Osborn
Lpl Financial LLC
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About this Advisor
Judith Osborn is a financial advisor based in North Reading, Massachusetts, working with Lpl Financial LLC. Judith has previously held positions at Cpa, Lpl Financial, and Pinnacle Private Wealth, LLC. Judith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Judith is part of Lpl Financial LLC, which operates out of North Reading, Massachusetts. 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
Judith Osborn Work History
Lpl Financial
Cpa
Pinnacle Private Wealth, LLC
Disclosures
Please visit the SEC profile of Judith Osborn 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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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.
