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Benjamin Loturco

13 Years of Experience
Franklin Square, NY
Broker

Benjamin Loturco is a registered investment advisor at LPL Financial LLC, based in Franklin Square, NY, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1040 Hempstead Turnpike, Franklin Square, NY, 11010

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Benjamin operates LoTurco & Company LLC as a DBA for his LPL business, dedicating about half his time. He also works at LoTurco & Company, Inc. providing tax preparation, accounting, and CPA services, dedicating about a third of his time.

Employment History
Current Registrations
LPL Financial LLC
June 2019 - Present · 7 yrs 1 mo
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 2 mos
Previous Registrations
Cadaret Grant & CO INC
June 2014 - June 2019 · 5 yrs
Cadaret, Grant & CO., INC.Broker
October 2012 - June 2019 · 6 yrs 8 mos
State Registrations4 states
FLNJNYVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.