Raymond Saravitz
Raymond Saravitz is a registered investment advisor at LPL Financial LLC, based in Hallstead, PA, 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
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
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.