Maria Montilla-Frost is a registered investment advisor at LPL Financial LLC, based in Morristown, NJ, 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
305 Madison Avenue, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maria operates her LPL business under the DBA Source Financial since 2019. She also provides investment advisory services through Private Advisor Group and tax preparation/accounting services through One Light Enterprise, LLC, dedicating full-time hours to each.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
Foreside Fund Services, LLCBroker
State Registrations1 state
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