Dimitri Hountalas is a registered investment advisor at LPL Financial LLC, based in Sterling Heights, MI, with 12 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
39900 Van Dyke Avenue, Sterling Heights, MI, 48313
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
Dimitri operates under several DBAs for his LPL business, including Retirement Strategy Centers, America Group Retirement Strategy Centers, and Team One Investment Services. He dedicates full-time hours to Retirement Strategy Centers and America Group Retirement Strategy Centers, and about a quarter of his time to Team One Investment Services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
Glp Investment Services, LLCBroker
State Registrations2 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.