Delia Arhiri is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Woodbridge, VA, with 19 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
14040 Central Loop, Woodbridge, VA, 22193
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations27 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.