Guido Sarcione
Guido Sarcione is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Cranston, RI, 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
1000 Chapel View Blvd #270, Cranston, RI, 02920
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business ActivitiesSells Insurance
Guido is involved in several business activities, including real estate rental properties since 2017 and operating Integrated Wealth Concepts, LLC as an independent investment advisor firm, dedicating full-time hours to the latter. He also engages in non-variable insurance activities, taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England Securities Corporation
New England SecuritiesBroker
Equity Services, INC.Broker
Berkshire Equity Sales, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
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.