Flavia Coco
Flavia Coco is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, 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
1055 Lpl Way, Fort Mill, SC, 29715
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2017Customer Dispute
April 2008Customer Dispute
August 2006Other Business ActivitiesSells Insurance
Flavia is an agent for accident & health, life, and variable insurance products. She also co-owns rental property with her spouse, spending minimal time on property management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Rjj Pasadena Securities, INC.Broker
Rjj Pasadena Securities, INC.
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
State Registrations14 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.