Jody Delvechio is a registered investment advisor at LPL Financial LLC, based in Hickory, NC, 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
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
3023 S Nc 127 Hwy, Hickory, NC, 28602-8284
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Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
Jody is involved with Delvechio Financial LLC for tax/investment purposes since 2010, requiring minimal time. Jody also rents office space out of his building since 2013, requiring minimal time, and uses Delvechio Financial as a DBA for LPL business since 2014, taking nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 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.