Francis Donnelly is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ashland, VA, with 2 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
9695 Sliding Hill Rd., Ashland, VA, 23005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Francis is a notary at M&T Bank and owns two rental real estate properties, one in Bethany Beach, DE (since 2021) and another in Alexandria, VA (since 2024). He spends minimal time on the rental properties.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations7 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.