Gerald Lamalfa
Gerald Lamalfa is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lakewood Ranch, FL, with 40 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
4955 Fairhope Circle, Lakewood Ranch, FL, 34211
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald operates JLM Financial and ICG Next LLC as DBAs for his LPL business, dedicating nearly full-time hours. He is also an insurance agent for Partners Advantage Insurance Services, LLC and Trust Financial Services LLC, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Insight Private Advisors, LLC
LPL Financial LLCBroker
Macro Consulting Group
Sii Investments, INC.Broker
Sii Investments, INC.
New England Securities Corporation
New England SecuritiesBroker
Sun Investment Services CompanyBroker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
Pruco Securities CorporationBroker
State Registrations22 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.