Paul Aragona is a registered investment advisor at LPL Financial LLC, based in Sunset, LA, 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
893 I 49 Service Rd, Sunset, LA, 70584
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Regulatory History (1)
Customer Dispute
December 2014Other Business Activities
Paul is a real estate developer/flipper through Rue Seven Properties, dedicating about 10-20% of his time. He also operates HB Financial and Legacy Financial Services LLC dba Tungsten Wealth as DBAs for his LPL business, dedicating full-time and about a quarter of his time respectively.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Edward JonesBroker
State Registrations8 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.