Andy Rampersaud
Andy Rampersaud is a registered investment advisor at LPL Financial LLC, based in Orlando, FL, with 25 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
3505 Lake Lynda Drive,Suite 200, Orlando, FL, 32817
Get directionsHistory
Regulatory History (7)
Customer Dispute
November 2023Customer Dispute
July 2023Customer Dispute
April 2022Employment Separation After Allegations
June 2014Customer Dispute
March 2014Customer Dispute
April 2013Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Andy operates Rampersaud Wealth Management as a DBA for his LPL business. He is also an agent for non-variable insurance through HCB, Gameplan, and Ash, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
TD Waterhouse Investor Services, INC.Broker
Continental Broker-Dealer CORP.Broker
State Registrations10 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.