Renee Pepia is a CFP-designated registered investment advisor at LPL Financial LLC, based in Manasquan, NJ, with 13 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
2517 Highway 35, Building L, Suite 100, Manasquan, NJ, 08736
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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.
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Renee works as a Registered Assistant at LPL Financial LLC, focusing on firm compliance and operational activities. This takes about 10-20% of her time.
Employment History
Current Registrations
LPL Financial LLCBroker
The Private Client Advisory Group, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
First Allied Securities, INC.Broker
State Registrations1 state
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.