VM
CFP
VM
CFP

Victoria Mannarino

41 Years of Experience
Willoughby Hills, OH
BrokerSells Insurance

Victoria Mannarino is a CFP-designated registered investment advisor at LPL Financial LLC, based in Willoughby Hills, OH, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

2794 Som Center Rd, Willoughby Hills, OH, 44094

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Victoria is associated with Resource Financial, LLC for tax/investment purposes, and Ohio Investment Partners as a DBA for her LPL business. She also engages in non-variable insurance activities, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 8 mos
LPL Financial LLCBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - September 2021 · 12 yrs 8 mos
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Raymond James Financial Services, INC.Broker
October 1996 - September 2021 · 24 yrs 11 mos
Fifth Third Securities, INC.Broker
January 1996 - October 1996 · 9 mos
Fn Investment CenterBroker
November 1994 - January 1996 · 1 yr 2 mos
Tempo Securities CorporationBroker
December 1993 - December 1994 · 1 yr
Everen Securities, INC.Broker
September 1990 - December 1993 · 3 yrs 3 mos
Prescott, Ball & Turben, INC.Broker
June 1989 - September 1990 · 1 yr 3 mos
Amerimutual CorporationBroker
November 1988 - January 1989 · 2 mos
Equico Securities, INC.Broker
March 1988 - September 1988 · 6 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1988 - September 1988 · 6 mos
State Discount Brokers, INC.Broker
June 1985 - November 1987 · 2 yrs 5 mos
Carnegie Fund Distributors, INC.Broker
April 1984 - June 1985 · 1 yr 2 mos
First Investors CorporationBroker
November 1983 - March 1984 · 4 mos
Anchor National Financial Services, INC.Broker
June 1983 - October 1983 · 4 mos
State Registrations18 states
AZCACODEFLGAKYMDMINCNMNYOHPASCTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.