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Albert Angelos

LPL Financial LLC
33 Years of Experience
Ambler, PA
Broker
View SEC Summary
View SEC Summary

Albert Angelos is a registered investment advisor at LPL Financial LLC, based in Ambler, PA, with 33 years of industry experience. Albert 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 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
—
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Location

46 Villa Drive, Ambler, PA, 19002

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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.

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Other Business Activities

Albert operates his LPL business under the DBA Philadelphia Financial, LLC, dedicating full-time hours. He also provides investment advisory services through Private Advisor Group, LLC, where he spends full-time hours as well.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 6 mos
Private Advisor Group, LLC
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Janney Montgomery Scott LLCBroker
June 2007 - April 2016 · 8 yrs 10 mos
Janney Montgomery Scott LLC
June 2007 - April 2016 · 8 yrs 10 mos
Wachovia Securities, LLC
September 2006 - June 2007 · 9 mos
Wachovia Securities, LLCBroker
July 2003 - June 2007 · 3 yrs 11 mos
Prudential Securities IncorporatedBroker
May 1993 - July 2003 · 10 yrs 2 mos
State Registrations7 states
CADEILLANJOHPA
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.
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