WP
WP

Wendell Pribila

37 Years of Experience
Titusville, NJ
1 DisclosureBroker

Wendell Pribila is a registered investment advisor at LPL Financial LLC, based in Titusville, NJ, with 37 years of industry experience. Wendell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

Titusville, NJ

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1993
Settled
Other Business Activities

Wendell operates Wealth Management Partners as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.

Employment History
Current Registrations
LPL Financial LLC
August 2007 - Present · 19 yrs 2 mos
LPL Financial LLCBroker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
UBS Financial Services INC.Broker
April 2001 - July 2007 · 6 yrs 3 mos
Prudential Securities IncorporatedBroker
July 1995 - May 2001 · 5 yrs 10 mos
Painewebber IncorporatedBroker
July 1989 - August 1995 · 6 yrs 1 mo
State Registrations10 states
AZCAFLGANCNJNYPASCTX
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.
More Advisors