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CFP
EM
CFP

Emilio Morrone

LPL Financial LLC
28 Years of Experience
Allentown, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Emilio Morrone is a CFP-designated registered investment advisor at LPL Financial LLC, based in Allentown, PA, with 28 years of industry experience. Emilio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1605 N. Cedar Crest Blvd. #515, Allentown, PA, 18104-2312

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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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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
June 2014 - Present · 12 yrs 4 mos
LPL Financial LLC
July 2005 - Present · 21 yrs 3 mos
LPL Financial LLCBroker
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Valley National Advisers INC
July 1998 - July 2005 · 7 yrs
Valley National Investments, INC.Broker
April 1998 - July 2005 · 7 yrs 3 mos
State Registrations33 states
ALAZCACOCTDEFLGAILKSKYMAMDMEMIMNNCNHNJNYOHOKORPARISCTNTXUTVAVTWIWV
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.
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