Victoria Singletary is a CFP-designated registered investment advisor at LPL Enterprise, LLC, based in Tampa, FL, with 16 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
4010 W. Boy Scout Blvd., Suite 1075, Tampa, FL, 33607
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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 →Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Envestnet Pmc
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Summit Brokerage Services, INC.Broker
Legend Equities CorporationBroker
Investors Capital CORP.Broker
J.P. Turner & Company, L.L.C.Broker
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cnl Securities CORP.Broker
Jackson National Life Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations2 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.