SV
SV

Salvatore Vero

32 Years of Experience
Fort Mill, SC
Broker

Salvatore Vero is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 32 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.

Loading...

Location

1055 Lpl Way, Fort Mill, SC, 29715

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
LPL Financial LLC
September 2015 - Present · 10 yrs 8 mos
LPL Financial LLC
September 2015 - Present · 10 yrs 8 mos
LPL Financial LLCBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - September 2015 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2015 · 5 yrs 11 mos
Banc of America Investment Services, INC.Broker
July 2007 - October 2009 · 2 yrs 3 mos
Madison Proprietary Trading Group, LLCBroker
August 2006 - October 2006 · 2 mos
Generic Trading of Philadelphia, LLCBroker
May 2006 - September 2006 · 4 mos
Carlin Equities, LLCBroker
October 2003 - May 2006 · 2 yrs 7 mos
Andover Brokerage, L.L.C.Broker
October 1999 - October 2001 · 2 yrs
Spear, Leeds & KelloggBroker
June 1998 - October 1999 · 1 yr 4 mos
Jefferies & Company, INC.Broker
December 1997 - May 1998 · 5 mos
Citicorp Investment ServicesBroker
June 1992 - December 1997 · 5 yrs 6 mos
Citicorp Financial Services,inc.Broker
May 1991 - June 1992 · 1 yr 1 mo
Painewebber IncorporatedBroker
April 1990 - October 1990 · 6 mos
Bear, Stearns & CO. INC.Broker
January 1989 - May 1989 · 4 mos
State Registrations2 states
NCSC
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.
Salvatore Vero - Financial Advisor | TrueAdvisor