Louis Pelliccioni
Louis Pelliccioni is a registered investment advisor at LPL Financial LLC, based in Morgantown, WV, 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
3345 University Ave Ste 5, Morgantown, WV, 26505
Get directionsHistory
Regulatory History (5)
Customer Dispute
June 2009Customer Dispute
December 2002Customer Dispute
March 1995Customer Dispute
July 1993Customer Dispute
July 1991Other Business ActivitiesSells Insurance
Louis is an author and owns multiple real estate rental properties. He also dedicates full-time hours to Trilith Wealth Management and a few hours per week to insurance-related activities through Trilith Insurance and Pinnacle Insurance and Financial Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations23 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.