Bill Polizos is a registered investment advisor at LPL Financial LLC, based in Columbia, MD, 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
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
8820 Columiba 100 Pkwy Ste 420, Columbia, MD, 21045
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Bill is associated with Retirement & Investment Group LLC, a DBA for his LPL business, dedicating full-time hours. He also has a business entity, Marniso Wealth Advisors Inc, for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations10 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.