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Peter Gialames

24 Years of Experience
Tampa, FL
1 DisclosureBrokerSells Insurance

Peter Gialames is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, 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
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

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2010
Settled
Other Business ActivitiesSells Insurance

Peter is the President/CEO of Peter Gialames Associates, Inc, a third-party administrator, and also operates Peter Gialames Investment Advisory Services as a DBA for LPL. He also works as an independent insurance agent selling various insurance products and owns CorporateOnRamp, an internet consulting business.

Employment History
Current Registrations
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
July 2014 - January 2024 · 9 yrs 6 mos
Cambridge Investment Research Advisors, INC.
July 2014 - January 2024 · 9 yrs 6 mos
Ic Advisory Services, INC.
June 2006 - July 2014 · 8 yrs 1 mo
The Investment Center, INC.
October 2003 - June 2006 · 2 yrs 8 mos
The Investment Center, INC.Broker
October 2003 - July 2014 · 10 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2001 - October 2003 · 2 yrs 2 mos
State Registrations16 states
COFLIAILMAMDMNNCNMNYOHPARISCVAWV
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.
Peter Gialames - Financial Advisor | TrueAdvisor