Peter Ciavaglia
Peter Ciavaglia is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Rochester Hills, MI, with 26 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
Rochester Hills, MI
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Regulatory History (1)
Criminal
March 1986Other Business ActivitiesSells Insurance
Peter is involved in several outside business activities, including real estate rental through PAC Properties, LLC and Rochester 2546, LLC, and horse racing through VHF Racing, LLC. He also engages in non-variable insurance sales, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Pac Capital Management, INC
Fsc Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 states
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