Peter Pashos
Peter Pashos is a registered investment advisor at LPL Financial LLC, based in Orland Park, IL, 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
10725 West 159th St., Orland Park, IL, 60467
Get directionsHistory
Regulatory History (1)
Regulatory
February 1991Other Business Activities
Peter operates Harbor Lighthouse Wealth Management and Pashos Wealth Management, both DBAs for his LPL business. He dedicates nearly full-time hours to Harbor Lighthouse Wealth Management and about a quarter of his time to Pashos Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Oppenheimer & CO., INC.Broker
Lehman Brothers INC.Broker
Dean Witter Reynolds INC.Broker
Dreher & Associates, INC.Broker
State Registrations13 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.