Angela Ostendarp
Angela Ostendarp is a CFP-designated registered investment advisor at LPL Financial LLC, based in Charlotte, NC, 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
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
6101 Carnegie Blvd. Suite 520, Charlotte, NC, 28209
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Customer Dispute
July 2015Other Business ActivitiesSells Insurance
Angela is affiliated with Carnegie Private Wealth, engaging in both investment-related and non-variable insurance activities. These activities take place at the reported business location(s).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations34 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.