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Nancy Radzyminski

40 Years of Experience
Middleburg Heights, OH
Broker

Nancy Radzyminski is a registered investment advisor at LPL Financial LLC, based in Middleburg Heights, OH, 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
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

16600 Sprague Road, Suite 220, Middleburg Heights, OH, 44130

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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 Activities

Nancy serves as the secretary for the Idlewood Condominium Association #7 board, dedicating minimal time to taking notes during meetings and distributing them to association members. This activity is community-related and not investment-related.

Employment History
Current Registrations
LPL Financial LLC
October 1999 - Present · 26 yrs 7 mos
LPL Financial LLCBroker
January 1995 - Present · 31 yrs 4 mos
Previous Registrations
John Hancock Mutual Life Insurance CompanyBroker
April 1992 - March 1995 · 2 yrs 11 mos
John Hancock Distributors, INC.Broker
April 1992 - March 1995 · 2 yrs 11 mos
Calvert Securities CorporationBroker
July 1985 - April 1992 · 6 yrs 9 mos
State Registrations8 states
CTFLINLANYOHORSC
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.