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Angela Kuzmeskus

32 Years of Experience
Hanover, MD
Broker

Angela Kuzmeskus is a registered investment advisor at LPL Financial LLC, based in Hanover, MD, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

7065 Arundel Mills Circle, Hanover, MD, 21076

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is associated with Tower Wealth Management as a DBA for her LPL business since 2016. This activity is investment-related and consumes full-time hours during securities trading.

Employment History
Current Registrations
LPL Financial LLCBroker
September 2005 - Present · 20 yrs 10 mos
LPL Financial LLC
September 2005 - Present · 20 yrs 10 mos
LPL Financial LLC
September 2005 - Present · 20 yrs 10 mos
Previous Registrations
CUNA Brokerage Services, INC.
July 2003 - September 2005 · 2 yrs 2 mos
CUNA Brokerage Services, INC.Broker
July 2003 - September 2005 · 2 yrs 2 mos
Morgan Stanley
March 2002 - June 2003 · 1 yr 3 mos
Morgan Stanley Dw INC.Broker
November 2000 - June 2003 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1993 - November 2000 · 7 yrs 4 mos
State Registrations27 states
AKAZCACODEFLGAIAKYMDMEMIMTNCNHNMNVNYOHOKORPASCTNTXVAWV
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.
Angela Kuzmeskus - Financial Advisor | TrueAdvisor