Jeni Paglia is a registered investment advisor at LPL Financial LLC, based in Brandon, FL, 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
1217 Oakfield Drive, Brandon, FL, 33511
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Regulatory History
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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Jeni operates under the DBA BT Wealth Advisors for her LPL business and works as a private relationship manager and office manager at Bank of Tampa. She also drives for Lyft and Uber, dedicating about 10-20% of her time to these ridesharing activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Suntrust Securities, INC.Broker
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.