Natasha Pirozko is a registered investment advisor at LPL Financial LLC, based in Fullerton, CA, with 19 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
1066 E Bastanchury Rd, Fullerton, CA, 92835
Get directionsHistory
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 →Other Business Activities
Natasha works full-time as a retirement plan advisor at Schools First Federal Credit Union since 2011. She also uses SchoolsFirst Investment Services and SchoolsFirst Retirement Planning as DBAs for her LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations7 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.