Hugh Nally is a registered investment advisor at LPL Financial LLC, based in Ambler, PA, 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
25 W Skippack Pike Ste 106, Ambler, PA, 19002-5153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hugh works in tax preparation, accounting, and bookkeeping for Jackson Hewitt, dedicating about 10% of his time. He also has a Pennsylvania real estate license and provides mortgage/real estate services through BHHS Fox & Roach Realtors, spending minimal time on this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations13 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.