Todd Rosel is a registered investment advisor at LPL Financial LLC, based in Lexington, TN, 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
106 S Broad St, Lexington, TN, 38351
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd operates his LPL business through Integrity Wealth Advisor Group, dedicating full-time hours to it. He also owns two rental real estate properties, spending minimal time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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