Raymond Saravitz
Raymond Saravitz is a registered investment advisor at LPL Financial LLC, based in Hallstead, PA, with 32 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
25109 State Route 11, Hallstead, PA, 18822
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2005Other Business Activities
Raymond operates under Peoples Security Wealth Advisors as a DBA for his LPL business. He also serves as a financial advisor at Peoples Security Bank and Trust, receiving referral fees for accounts referred to the trust subsidiary.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Uvest Financial Services Group, INC.
Peoples Advisors
Uvest Financial Services Group, INC.Broker
Financial Network Investment CorporationBroker
T.H.E. Financial Group, LTDBroker
Pruco Securities CorporationBroker
PFS Investments INC.Broker
State Registrations20 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.
Exams
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