Dominic Perry
Dominic Perry is a registered investment advisor at LPL Financial LLC, based in Cranberry TWP, PA, with 11 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
1667 Route 228, Ste. 301, Cranberry TWP, PA, 16066
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dominic is a partner at Wessel & Company, a CPA firm, since 2020. He dedicates more than full-time hours to tax work and business services for small businesses.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Harvest Financial Corporation
Dibiase & Ruscetti Associates, INC.
State Registrations1 state
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