Emalie Lasko is a registered investment advisor at LPL Financial LLC, based in Poughkeepsie, NY, with 7 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
2373 Route 9, Poughkeepsie, NY, 12601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Emalie has two DBAs for her LPL business: HVFCU Financial Services (since 2018) and Wealth Management at Hudson Valley Credit Union (since 2019). She spends about 20% of her time on these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations20 states
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