Tina Nofzinger is a registered investment advisor at LPL Enterprise, LLC, based in Fort Mill, SC, with 30 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
1055 Lpl Way, Fort Mill, SC, 29715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tina works as a bartender at Sauder Village since July 2022. This takes a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
LPL Financial LLCBroker
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
1717 Capital Management CompanyBroker
1717 Capital Management Company
Nationwide Securities, INC.Broker
Oberlin Financial CORP.
Oberlin Financial CORP.Broker
Nationwide Securities, INC.
Nationwide Securities, INC.Broker
Nationwide Investment Services CorporationBroker
Banc Stock Financial Services, INCBroker
A. Ch. Securities, INC.Broker
Securities Service Network, INC.Broker
Commonwealth Equity Services, INC.Broker
Mfi Investments CORP.Broker
State Registrations2 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.