Alfred Cassinelli
Alfred Cassinelli is a registered investment advisor at LPL Financial LLC, based in Stevensville, MD, 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
165 Log Canoe Cir Ste A, Stevensville, MD, 21666
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Alfred operates his LPL business under the DBA Cassinelli & Associates. He also owns Cassinelli Distilling Inc. (a distillery) and previously owned Cassinelli Winery & Vineyards, L.L.C., dedicating minimal time to these ventures.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Arbor Point Advisors
Securities America, INC.Broker
United Advisors
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 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.