CA
CA

Cristian Ardelean

17 Years of Experience
San Diego, CA
Broker

Cristian Ardelean is a registered investment advisor at LPL Financial LLC, based in San Diego, 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
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

4707 Executive Dr, San Diego, CA, 92121-3091

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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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Employment History
Current Registrations
LPL Financial LLC
September 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
T3 Trading Group, LLCBroker
January 2017 - August 2017 · 7 mos
Hold Brothers Capital LLCBroker
May 2015 - December 2016 · 1 yr 7 mos
Hold Brothers On-Line Investment Services L.L.C.Broker
October 2003 - October 2007 · 4 yrs
Worldco, L.L.C.Broker
July 2000 - October 2003 · 3 yrs 3 mos
Drake & Company, INC.Broker
May 2000 - June 2000 · 1 mo
State Registrations1 state
CA
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.
Cristian Ardelean - Financial Advisor | TrueAdvisor