Delia Arhiri is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Woodbridge, VA, with 20 years of industry experience. Delia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
14040 Central Loop, Woodbridge, VA, 22193
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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 Activities
Delia is the owner of Premier Life Design, LLC, a home-based business, dedicating about a quarter of her time. She also has a DBA for her LPL business, PenFed Wealth Management, but spends no time on it outside of her securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
MML Investors Services, LLCBroker
MML Investors Services, LLC
Navy Federal Brokerage Services LLC
Navy Federal Asset Management, LLC
Navy Federal Brokerage Services LLC
Navy Federal Brokerage Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
PFS Investments INC.Broker
State Registrations28 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.
Exams
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