EP
EP

Elizabeth Pattarettu

17 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Elizabeth Pattarettu is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1980 Festival Plaza Dr Ste 300, Las Vegas, NV, 89135

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History

Regulatory History (1)
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Financial
December 2019
Final
Employment History
Current Registrations
LPL Financial LLC
November 2025 - Present · 6 mos
LPL Financial LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
March 2021 - October 2024 · 3 yrs 7 mos
Transamerica Financial Advisors, INCBroker
February 2017 - December 2020 · 3 yrs 10 mos
Transamerica Financial Advisors, INCBroker
January 2012 - December 2016 · 4 yrs 11 mos
World Group Securities, INC.Broker
January 2008 - January 2012 · 4 yrs
State Registrations4 states
CANVPATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.