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Abisola Fadayomi

21 Years of Experience
BrokerSells Insurance

Abisola Fadayomi is a registered investment advisor at LPL Enterprise, LLC, based in Warrington, PA, with 21 years of industry experience. Abisola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3039 advisors
Number of Clients
86,726 clients
Average Client Portfolio
$217K average
Assets Under Management
$18.9B

Fee Structure

LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).

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Location

2700 Kelly Road, Suite 100D, Warrington, PA, 18976

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Abisola receives commission trails from past sales of life insurance and annuity products from Foresters Financial, North American Company, and Hartford/Talcott. These activities require minimal time.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 5 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 5 mos
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 5 mos
Previous Registrations
Prudential Financial Planning Services
October 2020 - November 2024 · 4 yrs 1 mo
Pruco Securities, LLC.Broker
October 2020 - November 2024 · 4 yrs 1 mo
Foresters Equity Services, INC.
November 2017 - November 2018 · 1 yr
Foresters Equity Services, INC.Broker
November 2006 - November 2018 · 12 yrs
Foresters Equity Services, INC.Broker
December 2002 - October 2005 · 2 yrs 10 mos
Waddell & Reed, INC.Broker
March 2001 - April 2002 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
July 2000 - December 2000 · 5 mos
Ids Life Insurance CompanyBroker
July 2000 - December 2000 · 5 mos
State Registrations6 states
DEFLINMDNJPA
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.