Bonita Selwaeh
Bonita Selwaeh is a registered investment advisor at LPL Financial LLC, based in Williamsburg, VA, with 20 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
1430 High Street, Bldg 12, Williamsburg, VA, 23185
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Bonita works as a Senior Business Development Manager at Primis Bank since 2015, dedicating full-time hours to this role. She also owns KJZS LLC, an import/wholesale wine business, since December 2022.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.