Peter Beronio
Peter Beronio is a registered investment advisor at LPL Financial LLC, based in Killeen, TX, with 45 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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