Vasilios Rizos
Vasilios Rizos is a CFA, CFP-designated registered investment advisor at LPL Financial LLC, based in Beaver, PA, with 6 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
535 Third Street, Beaver, PA, 15009
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vasilios provides investment advisory services through Three Cord True Wealth Management, LLC and owns Three Cord True Wealth Management Holdings LLC. He also engages in non-variable insurance and tax preparation/accounting, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Three Cord True Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.Broker
PNC Investments
PNC InvestmentsBroker
State Registrations5 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.