Louis Rizzo
Louis Rizzo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Pittsburgh, PA, with 35 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
1330 Old Freeport Rd Ste 3Br, Pittsburgh, PA, 15238
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2001Other Business ActivitiesSells Insurance
Louis no longer sells non-variable insurance through LPL Financial but does sell life and/or long-term care insurance with multiple companies, dedicating minimal time to this. He also has two DBAs, Wealthcare Financial and Infinity Capital Management, primarily for business and tax purposes, with minimal time spent on Wealthcare Financial and about 10-20% of his time on Infinity Capital Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
Raymond James Financial Services, INC.Broker
Financial Investment Analysts, INC.Broker
State Registrations14 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.