Bonnie Ireland (CRD# 2087263) is an Investment Advisor Representative working at Lpl Financial LLC in Meredith, NH and has over 28 years of experience in the finance industry.
CRD# 5737205
Rockworth Investment Services LLC
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial Llc (formerly: Linsco/ Private Ledger Corp.) | Meredith, NH | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- NH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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