Frank Orlando
Frank Orlando is a registered investment advisor at LPL Financial LLC, based in Furlong, PA, with 21 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
Furlong, PA
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Regulatory History (2)
Customer Dispute
November 2020Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Frank is involved with Orlando Wealth Management Group, LLC, Orlando Financial Group, LLC, Impact Partnership (selling non-variable insurance), TruStone Wealth Management, LLC (DBA for LPL business), and Simplicity Life (selling non-variable insurance). He spends about 10-20% of his time each month on Impact Partnership and Simplicity Life, and about a quarter of his time on TruStone Wealth Management, LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations4 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.