Trinity Grall is a registered investment advisor at LPL Financial LLC, based in Rockville, MD, with 25 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
3206 Tower Oaks Blvd, 4th Floor, Rockville, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Trinity serves on the Anne Arundel County Board of Elections and works at Walden Country Club, dedicating minimal time and about a quarter of her time respectively. She also works as a notary and for GEM Financial Services, spending minimal time on the former and full-time on the latter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Investments, LLCBroker
Grove Point Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
H. Beck, INC.
H. Beck, INC.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.