LT
LT

Louis Tomasella

25 Years of Experience
Rochelle Park, NJ
Broker

Louis Tomasella is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rochelle Park, NJ, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

365 W. Passaic St., Suite 205, Rochelle Park, NJ, 07662

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Louis is a financial advisor at Axia Financial Advisors since 2015 and the sole member/manager of LCT Wealth Management, LLC since 2010, dedicating about half his time to the latter. He also acts as Power of Attorney for his father's bank accounts, spending minimal time on this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 2001 - Present · 24 yrs 10 mos
Previous Registrations
Raymond James Financial Services
July 2003 - January 2009 · 5 yrs 6 mos
AXA Advisors, LLCBroker
October 2000 - July 2001 · 9 mos
State Registrations19 states
CACTDCDEFLGAMAMDMENCNHNJNYOHPASCTXVAWI
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.