Emilio Morrone
Emilio Morrone is a CFP-designated registered investment advisor at LPL Financial LLC, based in Allentown, PA, 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
1605 N. Cedar Crest Blvd. #515, Allentown, PA, 18104-2312
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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
Emilio is involved in tax preparation, accounting, and bookkeeping through Emilio J. Morrone, LLC, spending about 10-20% of his time. He also sells non-variable insurance products, including life, health, disability, long-term care, and fixed annuities, dedicating about 10-20% of his time to this activity, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Valley National Advisers INC
Valley National Investments, INC.Broker
State Registrations32 states
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