Raymond Firestone
Raymond Firestone is a registered investment advisor at LPL Financial LLC, based in Mt. Pleasant, SC, 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
210 Wingo Way #300, Mt. Pleasant, SC, 29464
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Raymond is involved in several business activities, including insurance sales (IUL, fixed annuities, DI, LTC), real estate rental, tax preparation/accounting, and employee benefits. He also dedicates time to Legacy Wealth Management and Financial Advocacy Network, both DBAs for his LPL business, and serves on the board of directors for Gavalas Kolanko Foundation.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Maryland Financial Group, INC.
Financial Concepts Unlimited, INC.
Fsc Securities CorporationBroker
Multi-Financial Securities CorporationBroker
Ifg Network Securities, INC.Broker
MML Investors Services, INC.Broker
Ascend Financial Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations17 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.