Nick Twentyfive
Nick Twentyfive is a registered investment advisor at LPL Financial LLC, based in Victor, NY, with 4 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
29 Lasalle Parkway, Victor, NY, 14564
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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
Nick is involved with Finger Lakes Financial Services Inc. selling non-variable insurance and as a DBA for LPL business, dedicating a few hours per week and about 10-20% of his time, respectively. Nick also owns N25 Fitness, spending about a quarter of his time on this non-investment related business.
Employment History
Current Registrations
LPL Financial LLCBroker
Flfs Advisory LLC
Previous Registrations
LPL Financial LLC
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
State Registrations3 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.