Ralph Munroe
Ralph Munroe is a registered investment advisor at LPL Financial LLC, based in Coconut Creek, FL, with 30 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
4171 W Hillsboro Blvd Suite 4, Coconut Creek, FL, 33073
Get directionsHistory
Regulatory History (2)
Financial
April 2017Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Ralph operates Alpina Financial Consultants, LLC as a DBA for his LPL business. He also engages in non-variable insurance activities, dedicating a few hours per week, and works with Munroe Wealth Management LLC nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Atlas Securities, LLCBroker
Suntrust Securities, INC.Broker
Pfic Securities CorporationBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Citicorp Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.