Angela Sodrel is a registered investment advisor at LPL Financial LLC, based in Greenwood, IN, 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
1146 N Emerson Ave Ste 103, Greenwood, IN, 46143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela is a notary since 2013, operates under RGS Financial Group and WealthHaus as DBAs for her LPL business, and has outside employment with Johnson's Hauling & Excavating. The WealthHaus DBA takes about half of Angela's time, while Johnson's Hauling & Excavating takes about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Financial Plans & Strategies, INC.
Invest Financial CorporationBroker
Aig Financial Advisors, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations7 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.