Theodosios Drivas
Theodosios Drivas is a registered investment advisor at LPL Financial LLC, based in Laguna Niguel, CA, with 1 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
28202 Cabot Road, Suite 260, Laguna Niguel, CA, 92677
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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
Theodosios is a joint owner of rental real estate property, dedicating minimal time to it. He also works full-time as a Wealth Planning Assistant for Coastal Wealth Inc, supporting lead advisors in financial planning, including life insurance planning and investment strategies.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
State Registrations1 state
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