Tod Arbutina is a CFP-designated registered investment advisor at LPL Financial LLC, based in Beaver, 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
535 Third Street, Beaver, PA, 15009-2228
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tod is involved in several real estate rental businesses and entities, including Third Street Renaissance LP, Third Street Beaver Associates, LLC, and Dutch Ridge Associates LP. He also dedicates nearly full-time hours to Three Cord True Wealth Management, LLC, an independent investment advisor firm, and spends a few hours per week on Three Cord True Wealth Tax Solutions LLC and CA Properties. Tod also has a software development project called Sanctuary.
Employment History
Current Registrations
LPL Financial LLC
Three Cord True Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Commonwealth Equity Services, INC.Broker
State Registrations29 states
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