Ned Tufekcic
Ned Tufekcic is a registered investment advisor at LPL Financial LLC, based in Pepper Pike, OH, 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
29325 Chagrin Blvd Ste 201, Pepper Pike, OH, 44122
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Ned is affiliated with Proinvest Financial Inc. for non-variable insurance and as a DBA for his LPL business, but these activities are not investment-related and take minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Fort Washington Brokerage Services, INC.Broker
Capital Analysts, IncorporatedBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 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.