GP
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Gino Petitta

31 Years of Experience
Shelby Twp., MI
BrokerSells Insurance

Gino Petitta is a registered investment advisor at LPL Financial LLC, based in Shelby Twp., MI, 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

53200 Van Dyke Ave., Suite 200, Shelby Twp., MI, 48316

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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

Gino subleases his office space, dedicating minimal time to this activity. He also operates several DBAs for his LPL business and spends a few hours per week offering property and casualty insurance through Custom Insurance.

Employment History
Current Registrations
LPL Financial LLC
December 2010 - Present · 15 yrs 5 mos
LPL Financial LLC
March 2003 - Present · 23 yrs 2 mos
LPL Financial LLCBroker
March 2003 - Present · 23 yrs 2 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2001 - April 2003 · 1 yr 11 mos
Comerica SecuritiesBroker
April 1994 - June 2001 · 7 yrs 2 mos
State Registrations16 states
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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.
Gino Petitta - Financial Advisor | TrueAdvisor