Paul Ciecwierz
Paul Ciecwierz is a registered investment advisor at LPL Financial LLC, based in Cockeysville, MD, with 34 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
9720 Greenside Dr Ste 6W, Cockeysville, MD, 21030-5036
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business Activities
Paul operates under the DBA Innovative Wealth Concepts. He also owns two rental real estate properties, one being a second home in Florida and the other being shared office space, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
The Scarborough Group, INC.
Royal Alliance Associates, INC.Broker
Retirement Investment GroupBroker
Hamilton Investments, INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.