FL
FL

Frank Luciano

11 Years of Experience
Delray Beach, FL
Broker

Frank Luciano is a registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, 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
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

Delray Beach, FL

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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

Frank is a partner at Briganti & Luciano CPA since 2007, spending about 10-20% of his time on tax preparation and accounting. He also operates under the DBAs Luciano Financial and AIA Wealth Management for his LPL business and is the President of All-In Tax Advisors.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Invest Financial Corporation
January 2016 - February 2018 · 2 yrs 1 mo
Invest Financial CorporationBroker
January 2016 - February 2018 · 2 yrs 1 mo
Royal Alliance Associates, INC.Broker
October 2014 - January 2016 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
September 2014 - November 2014 · 2 mos
State Registrations4 states
CTFLNYTX
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.