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Claire Ciarciello

26 Years of Experience
Atlanta, GA
BrokerSells Insurance

Claire Ciarciello is a registered investment advisor at LPL Financial LLC, based in Atlanta, GA, with 26 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

1025 Virginia Avenue, Atlanta, GA, 30354

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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 ActivitiesSells Insurance

Claire works for Delta Community Retirement & Investment Services as a DBA for LPL business, dedicating full-time hours. She also works for Delta Community Credit Union, Ash Brokerage (non-variable insurance), and Members Trust Company, spending a few hours per week at each.

Employment History
Current Registrations
LPL Financial LLC
November 2020 - Present · 5 yrs 6 mos
LPL Financial LLC
April 2012 - Present · 14 yrs 1 mo
LPL Financial LLCBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Hartford Securities Distribution Company, INC.Broker
February 2008 - September 2010 · 2 yrs 7 mos
Hartford Equity Sales Company INC.Broker
January 2008 - January 2008 · 0 mos
Uvest Financial Services Group, INC.Broker
February 2007 - March 2007 · 1 mo
Webster Investment Services, INC.Broker
June 2000 - February 2007 · 6 yrs 8 mos
Mechanics Investment Services, INC.Broker
July 1997 - June 2000 · 2 yrs 11 mos
U.S. Clearing CORP.Broker
March 1997 - July 1997 · 4 mos
State Registrations1 state
GA
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.