Ilia Dalea
Ilia Dalea is a registered investment advisor at LPL Financial LLC, based in Thousand Oaks, CA, with 28 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
Thousand Oaks, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2017Other Business Activities
Ilia operates his LPL business through IMD Financial, LLC since 2016 and provides investment advisory services through Mariner Independent Advisor Network LLC since 2023. Both activities are investment-related and take up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Morgan Stanley Dw INC.Broker
State Registrations3 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.