Nicholas Ibello
Nicholas Ibello is a CFP-designated registered investment advisor at LPL Financial LLC, based in San Diego, CA, 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
4707 Executive Dr, San Diego, CA, 92121-3091
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas operates Ibello Wealth Management as a DBA for his LPL business. He also works with Ash Brokerage selling non-variable insurance, dedicating minimal time to this activity, and manages Ibello & Associates for tax/investment purposes, spending about a quarter of his time. Additionally, Nicholas is involved in real estate rental, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Planning Solutions Group, LLC
Triad Advisors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
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.