Carmen Pontelandolfo
Carmen Pontelandolfo is a registered investment advisor at LPL Financial LLC, based in Marlton, NJ, with 36 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
39 E Main St Ofc 201, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2004Customer Dispute
June 2000Customer Dispute
April 1999Customer Dispute
March 1999Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations25 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.