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Ina Felder

23 Years of Experience
Delray Beach, FL
1 DisclosureBroker

Ina Felder is a registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 23 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

7499 West Atlantic Ave., Delray Beach, FL, 33446

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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
March 2009
Closed-No Action
Other Business Activities

Ina operates under the DBA Flagstar Wealth Services for her LPL business since February 2024. This activity is investment-related and conducted at her reported business location.

Employment History
Current Registrations
LPL Financial LLC
July 2020 - Present · 5 yrs 10 mos
LPL Financial LLCBroker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Amtrust Investment Services, INC.Broker
July 2006 - March 2010 · 3 yrs 8 mos
Signator Investors, INC.Broker
March 2006 - July 2006 · 4 mos
Ifmg Securities, INC.Broker
May 2004 - February 2006 · 1 yr 9 mos
Essex National Securities, INC.Broker
March 2004 - April 2004 · 1 mo
Ohio Savings Securities, INC.Broker
July 2002 - February 2004 · 1 yr 7 mos
State Registrations23 states
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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.
Ina Felder - Financial Advisor | TrueAdvisor