Theresa Damico
Theresa Damico is a registered investment advisor at LPL Financial LLC, based in Patchogue, NY, 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
272 East Main St, Patchogue, NY, 11772
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Theresa operates her LPL business under the DBA FourLeaf Financial Group. This activity is investment-related and takes nearly all of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Edward Jones
Edward JonesBroker
Pruco Securities, LLC.Broker
Uvest Financial Services Group, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Chase Investment Services CORP.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
CUNA Brokerage Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations14 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.