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Angelo Imbrogno

31 Years of Experience
Darien, IL
BrokerSells Insurance

Angelo Imbrogno is a registered investment advisor at LPL Financial LLC, based in Darien, IL, with 31 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

2871 83rd Street, Darien, IL, 60561

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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

Angelo rents office space he owns to his financial advisory practice, dedicating minimal time to this. He is also an insurance agent selling non-variable insurance, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
May 2010 - Present · 16 yrs
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Waterstone Financial Group, INC.
June 2004 - December 2005 · 1 yr 6 mos
Waterstone Financial Group, INC.Broker
April 2004 - September 2009 · 5 yrs 5 mos
Wachovia Securities, LLC
June 2003 - May 2004 · 11 mos
Wachovia Securities, LLCBroker
May 1998 - May 2004 · 6 yrs
Principal Financial Securities,inc.Broker
September 1994 - May 1998 · 3 yrs 8 mos
Hamilton Investments, INC.Broker
May 1994 - September 1994 · 4 mos
State Registrations31 states
ALAZCACOCTDCFLGAIAILINKSKYMAMDMIMNMONCNMNVNYOHORSCSDTNTXVAVTWI
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.