Alan Ioffredo
Alan Ioffredo is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lexington, MA, 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
57 Bedford St Ste 204, Lexington, MA, 02420-4550
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is involved in several business activities, including non-variable and long-term disability insurance since 2003, and was a MetLife agent. He also provides financial planning and consulting services through Alena Wealth, LLC, since 2008, owns a rental property, and is an author, dedicating about 10-20% of his time to writing.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Alena Wealth, LLC
Compass Securities CorporationBroker
Financial Education & Planning
Pml Securities CompanyBroker
State Registrations27 states
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