Eugene Zappitelli
Eugene Zappitelli is a registered investment advisor at LPL Financial LLC, based in New Albany, OH, with 40 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
New Albany, OH
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2013Customer Dispute
October 2010Other Business Activities
Eugene manages five rental properties through Zappitelli Properties, Inc. He also serves as a Fiscal Officer for Plain Township Ohio, dedicating minimal time to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 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.
Exams
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