Alfred Nicolosi
Alfred Nicolosi is a registered investment advisor at LPL Financial LLC, based in Cherry Hill, NJ, 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
1060 Kings Hwy N, Ste 206, Cherry Hill, NJ, 08034
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Regulatory History (1)
Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Alfred works as an insurance agent selling insurance for various insurance carriers through W&R Insurance Agencies since 2020. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Securities America, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Edward JonesBroker
Wheat, First Securities, INC.Broker
Butcher & Singer INC.Broker
Hibbard Brown & CO., INC.Broker
Wellshire Securities, INC.Broker
State Registrations24 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.