IB
IB

Ivana Blagojevic

10 Years of Experience
St Louis, MO
Broker

Ivana Blagojevic is a registered investment advisor at LPL Financial LLC, based in St Louis, MO, with 10 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

2301 Kingshighway, St Louis, MO, 63110

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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

Ivana uses BMO Investment Services as a DBA for her LPL business since 2021. This activity is investment-related and occurs at her reported business location.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2021 - Present · 5 yrs 6 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 6 mos
LPL Financial LLC
March 2021 - Present · 5 yrs 6 mos
Previous Registrations
BMO Harris Financial Advisors, INC
March 2016 - March 2021 · 5 yrs
BMO Harris Financial Advisors, INC.Broker
June 2015 - March 2021 · 5 yrs 9 mos
State Registrations1 state
MO
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.