Toni Iannarelli
Toni Iannarelli is a registered investment advisor at LPL Financial LLC, based in Westlake Village, 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
2555 Townsgate Rd Ste 300, Ste. 300, Westlake Village, CA, 91361
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
Toni is an agent selling accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Ameritas Investment CORP.Broker
New England SecuritiesBroker
The Advisors Group, INC.Broker
1717 Capital Management CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations7 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.