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Albert Fiorello

26 Years of Experience
Boulder, CO
1 DisclosureBrokerSells Insurance

Albert Fiorello is a registered investment advisor at LPL Financial LLC, based in Boulder, CO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

Boulder, CO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
Other Business ActivitiesSells Insurance

Albert is involved in real estate services since 1985. He also operates Alcor Financial Services as a DBA for his LPL business since 1999, and is involved with insurance since 1999.

Employment History
Current Registrations
LPL Financial LLCBroker
October 2024 - Present · 1 yr 9 mos
LPL Financial LLC
October 2024 - Present · 1 yr 9 mos
Previous Registrations
Osaic Wealth, INC.Broker
January 2024 - October 2024 · 9 mos
Osaic Wealth, INC.
January 2024 - October 2024 · 9 mos
Woodbury Financial Services, INC.
March 2019 - January 2024 · 4 yrs 10 mos
Woodbury Financial Services, INC.Broker
March 2019 - January 2024 · 4 yrs 10 mos
Questar Asset Management, INC.
July 2012 - March 2019 · 6 yrs 8 mos
Questar Capital CorporationBroker
December 2006 - March 2019 · 12 yrs 3 mos
Usallianz Securities, INC.Broker
August 2003 - December 2006 · 3 yrs 4 mos
Edward JonesBroker
October 1999 - August 2003 · 3 yrs 10 mos
State Registrations7 states
AZCOLAMIMSNENV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.