Angela Smith is a registered investment advisor at LPL Financial LLC, based in Lakeland, 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
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
1401 South Florida Avenue, Lakeland, FL, 33803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angela works as a notary, dedicating minimal time to this activity. She is also a business owner of Charles Smith Trimming Inc, an interior home remodeling company, spending minimal time on bookkeeping. Finally, she has two DBAs for her LPL business, Allen & Company and Allen & Company of Florida, LLC, taking up nearly all of Angela's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
State Registrations1 state
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