AT
CFP
AT
CFP

Adele Toussaint

27 Years of Experience
Schaumburg, IL
Broker

Adele Toussaint is a CFP-designated registered investment advisor at LPL Financial LLC, based in Schaumburg, IL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1821 Walden Office Square Park, Suite 400, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
LPL Financial LLC
May 2009 - Present · 17 yrs
LPL Financial LLCBroker
May 2009 - Present · 17 yrs
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
June 2005 - January 2008 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
February 2003 - January 2008 · 4 yrs 11 mos
Banc One Securities CorporationBroker
June 2001 - March 2003 · 1 yr 9 mos
Edward JonesBroker
February 2000 - May 2001 · 1 yr 3 mos
PFS Investments INC.Broker
December 1999 - December 1999 · 0 mos
PFS Investments INC.Broker
June 1997 - January 1999 · 1 yr 7 mos
State Registrations8 states
AZCACOFLILINPAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Adele Toussaint - Financial Advisor | TrueAdvisor