Ivana Lotoshynski
Ivana Lotoshynski is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairfield, NJ, with 24 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
250 Passaic Ave, Ste 230, Fairfield, NJ, 07004
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ivana is an insurance agent selling fixed annuities, life/health, and long-term care insurance, dedicating about 10-20% of her time to this. She is also an Investment Adviser Representative and owner at People Wealth Matters, and chair of the board for a non-profit organization, Ukrainian American Business and Professionals Association, and works at Sierra Ridge Wealth.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial CorporationBroker
Invest Financial CorporationBroker
Nfb Investment Services CORP.Broker
Invest Financial CorporationBroker
Essex National Securities, INC.Broker
Dime Securities, INC.Broker
State Registrations8 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.