Tina Bakalas is a registered investment advisor at LPL Financial LLC, based in Fort Mill, SC, with 15 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tina operates under several DBAs for her LPL business, including Financial Resources Group, Sterling Wealth Services, and Webster Investments. She dedicates nearly full-time hours to securities trading through Sterling Wealth Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Financial Resources Group Investment Services, LLCBroker
State Registrations2 states
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