Peter Gialames
Peter Gialames is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 52 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
4707 Executive Dr, San Diego, CA, 92121-3091
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2008Employment Separation After Allegations
September 2003Other Business ActivitiesSells Insurance
Peter is involved in several business activities, including payroll services, operating his LPL business under a DBA, and acting as President/CEO of a Third Party Administrator. He also works as an independent insurance agent selling life, disability, and fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
New England SecuritiesBroker
Hefren-Tillotson, INC.Broker
Miller Holmes Company, INC.Broker
State Registrations5 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.