Lania Cross is a registered investment advisor at LPL Financial LLC, based in Riverhead, NY, 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
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
193 Griffing Ave, Riverhead, NY, 11901
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Regulatory History (2)
Customer Dispute
January 2009Customer Dispute
September 2008Other Business Activities
Lania operates under several DBAs for her LPL business, including Bellhaven Financial Advisors and Dime Financial Services. She also has a business entity, Bellhaven Wealth Advisors, Inc., for tax/investment purposes, dedicating about a quarter of her time during securities trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations16 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.