Adeline Bellot is a registered investment advisor at LPL Financial LLC, based in Palo Alto, CA, with 9 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
1860 Embarcadero Road, Palo Alto, CA, 94303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adeline operates under Stanford Federal Investment Services as a DBA for her LPL business, dedicating full-time hours to securities trading. She also provides investment advisory services through Mariner Independent Advisor Network LLC, an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
LPL Financial LLC
Mariner Advisor Network
LPL Financial LLC
LPL Financial LLCBroker
State Registrations24 states
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