Peter Beronio
Peter Beronio is a registered investment advisor at LPL Financial LLC, based in Killeen, TX, with 45 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
2601 S. Trimmier, Killeen, TX, 76542
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2015Customer Dispute
September 2004Other Business ActivitiesSells Insurance
Peter operates Beronio Wealth Planning Solutions as a DBA for his LPL business and engages in real estate activities. He also sells non-variable insurance products through LPL Insurance Associates and other contracts, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Pebsco Securities CORP.Broker
Titan/value Equities Group, INC.Broker
Pw Securities, INC.Broker
State Registrations45 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.