Mario Lucarelli
Mario Lucarelli is a registered investment advisor at LPL Financial LLC, based in Wayzata, MN, 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
15600 Wayzata Blvd, Ste 204, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Mario is involved in several business activities, including non-variable insurance, Langemo and Lucarelli Financial (DBA for LPL business), Iron Range Advisors LLC, and Suburban Hockey Referee Association. These activities require minimal time, with Langemo & Lucarelli Financial Advisors taking a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations20 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.