Dina Weiss is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, 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
800 West 5th Avenue, Ste 213, Naperville, IL, 60563
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 ActivitiesSells Insurance
Dina is a certified holistic nutritional consultant, providing probono speaking engagements. She also writes life insurance and long-term care insurance, dedicating minimal time to this activity, and is an investment advisor representative (IAR) with Redwing Financial, LLC, spending nearly full-time on this role.
Employment History
Current Registrations
LPL Financial LLC
Redwing Financial
LPL Financial LLCBroker
Previous Registrations
Lighthouse Institute
Highpoint Advisor Group, LLC
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations8 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.