Angela Mirrione is a registered investment advisor at LPL Financial LLC, based in San Rafael, CA, 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
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela works for HUB International and Global Retirement Partners, providing administrative support and serving as an Investment Advisor Representative. She also owns Madrock Holding LLC for tax/investment purposes and 320CityHaven, LLC for real estate rental, dedicating minimal time to these ventures.
Employment History
Current Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
Previous Registrations
LPL Financial LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Wealthplan Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations3 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.