Benjamin Alfred Lemon
Investment adviser representative at LPL Financial LLC
17 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCJul 2021 to now
- Financial Planning Association San Gabriel Valley ChapterJan 2021 to Jul 2021
- Financial Planning AssociationJan 2020 to Jul 2021
- Benjamin Lemon IncAug 2019 to Jul 2021
- Financial Planning Association San Gabriel Valley ChapterJan 2019 to Dec 2020
- Financial Planning Assoc. of CaliforniaJan 2019 to Dec 2019
- Bni San Gabriel and Inland WestOct 2016 to Oct 2020
- Bni, Huntington Library ChapterApr 2016 to Jul 2021
- Montecedro Board of DirectorsFeb 2016 to Jan 2019
- Silver Lake ChamberMay 2015 to Apr 2021
- Financial Planning Assoc - San Gabriel ValleyJun 2014 to Jul 2021
- Ecs - Investment Committee ChairOct 2009 to Jan 2019
- Self EmployedNov 2007 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesDec 2004 to Jul 2021
- Waddell and Reed, Inc.Sep 2004 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, TX, WA, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4858906
- Firm CRD
- 6413