Kassia Cristello is a registered investment advisor at LPL Financial LLC, based in Fairfield, OH, 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
7100 Dixie Hwy Ste 122, Fairfield, OH, 45014
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kassia works as an office manager for Tri-County Assurance Agency Inc. since 1998, dedicating a few hours per week. She also works for SCOAPE Financial Group since 2019, taking about half of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial Corporation
Invest Financial CorporationBroker
Investors Capital CORP.Broker
Forth Financial Securities, CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.