Sotiraq Qirjollari
Sotiraq Qirjollari is a registered investment advisor at LPL Financial LLC, based in Safety Harbor, FL, with 14 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
935 Main St Suite B1, Safety Harbor, FL, 34695
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Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Sotiraq operates AdviceWise Financial as a DBA for his LPL business, dedicating full-time hours to it. He also has SQ Wealth Management for tax/investment purposes, requiring minimal time, and works as a non-variable insurance agent, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
PNC Investments
PNC InvestmentsBroker
State Registrations6 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.