Todd Melillo is a registered investment advisor at LPL Financial LLC, based in Walnut Creek, CA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1990 N California Blvd Fl 8th, Pmb F, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Todd is the Owner/Director/Corporate Officer of JLM Family Management Inc, dedicating minimal time. He also owns 50% of MJ Partnership, spending minimal time on administrative tasks.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
Financial West Group
Progressive Asset Management, INC.Broker
Financial West GroupBroker
Financial West Investment GroupBroker
Thomas Green/san Diego Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
Donald Sheldon & CO., INC.Broker
First United Fund,ltd.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.