Ron Carboni is a registered investment advisor at LPL Financial LLC, based in Fort Wayne, IN, 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
1001 Chestnut Hills Pkwy, Suite 110, Fort Wayne, IN, 46814
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Regulatory History (2)
Regulatory
June 2023Regulatory
February 2021Other Business Activities
Ron owns Inheritance Financial Solutions and works there full-time. He is also a financial advisor at One Resource Financial Consultants, dedicating about 10-20% of his time to this role, assisting with financial planning.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Nylife Securities LLCBroker
State Registrations14 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.