Francesco Mercuri
Francesco Mercuri is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orwigsburg, PA, with 8 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
1253 Centre Turnpike, Orwigsburg, PA, 17961
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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
Francesco operates under the DBA Advisemint Financial Partners for his LPL business since 2019. He also has non-variable insurance activities and works with Ritter Insurance Agency, dedicating about 10-20% of his time to this investment-related activity. Additionally, Francesco owns ET Trophy Shop, a non-investment related business, spending minimal time on it during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations10 states
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