Adelina Vela is a registered investment advisor at LPL Financial LLC, based in Piedmont, SC, with 16 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
Piedmont, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adelina operates Balmville Wealth Group as a DBA for her LPL business, dedicating nearly full-time hours to it. She is also a co-founder and developer of Hudson River Venue, spending a few hours per week on this non-investment related business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wesbanco Securities, INC.
Wesbanco Securities, INC.Broker
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations9 states
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