Louis Inglese
Louis Inglese is a registered investment advisor at LPL Financial LLC, based in Chadds Ford, PA, with 30 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
610 Chadds Ford Dr Ste M-24, Chadds Ford, PA, 19317
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2003Customer Dispute
February 2001Other Business Activities
Louis operates Momentum Wealth Partners as a DBA for his LPL business. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
Sii Investments, INC.Broker
Mimlic Sales CorporationBroker
Pruco Securities CorporationBroker
State Registrations21 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.