Alfred Russo
Alfred Russo is a registered investment advisor at LPL Financial LLC, based in Garden City, NY, with 39 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
350 Old Country Rd Ste 100, Garden City, NY, 11530-1701
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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
Alfred works as a CPA/bookkeeper/tax preparer, dedicating minimal time to this. He also spends about half his time on non-variable insurance, including life, health, disability income, fixed annuity, and long-term care products, and dedicates a few hours per week to Plan 4, Inc. and Plan 4 Insurance Services, Inc., insurance agencies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ws Griffith Securities, INC.Broker
State Registrations34 states
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