Angela Denna is a registered investment advisor at LPL Financial LLC, based in Napa, CA, with 17 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
513 Lincoln Avenue, Napa, CA, 94558
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Regulatory History (1)
Judgment / Lien
March 2019Other Business Activities
Angela is associated with Vintage Wealth Advisors and Financial Advocates Investment Management as an investment advisor representative, dedicating her full time to these activities. She also spends minimal time as a notary public and about a third of her time assisting with her husband's trucking business, Five 1 Trucking, primarily for bank account access.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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.