Loni Conley
Loni Conley is a registered investment advisor at LPL Financial LLC, based in Charlottesville, VA, 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
2309 Commonwealth Drive,, Charlottesville, VA, 22901
Get directionsHistory
Regulatory History (1)
Criminal
July 2002Other Business ActivitiesSells Insurance
Loni operates a business entity for tax/investment purposes, dedicates full-time hours to Woods and Waters Financial Group, and provides insurance solutions. She also sells sports memorabilia and vintage sports cards, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations13 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.